VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 522 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,082 | -15.0% | 2,382 | -9.5% | 0.08% | -19.0% |
| Q2 2023 | $511,889 | +0.5% | 2,632 | 0.0% | 0.10% | -6.2% |
| Q1 2023 | $509,440 | +1.5% | 2,632 | +0.4% | 0.11% | -9.7% |
| Q4 2022 | $502,158 | +16.3% | 2,621 | +12.5% | 0.12% | 0.0% |
| Q2 2022 | $431,785 | -4.8% | 2,330 | +0.6% | 0.12% | +2.5% |
| Q1 2022 | $453,576 | -7.6% | 2,315 | -5.7% | 0.12% | -12.3% |
| Q4 2021 | $490,726 | – | 2,455 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Financial Group, INC/SD | 434,045 | $79,287,125 | 23.72% |
| SELDON CAPITAL LP | 49,593 | $9,059,153 | 7.79% |
| Beacon Capital Management, Inc. | 1,059,909 | $193,613,644 | 7.17% |
| Morningstar Investment Management LLC | 236,243 | $43,155 | 6.45% |
| Milestone Advisory Partners | 37,822 | $6,908,945 | 5.75% |
| Blankinship & Foster, LLC | 89,586 | $16,364,675 | 5.41% |
| Elwood & Goetz Wealth Advisory Group, LLC | 113,633 | $20,757,420 | 4.81% |
| Marotta Asset Management | 106,072 | $19,376,263 | 4.48% |
| Tranquilli Financial Advisor LLC | 28,895 | $5,278,250 | 3.81% |
| Pariax, LLC | 5,328 | $973,266 | 3.04% |