VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 11 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,466 | -6.1% | 13,500 | -0.0% | 0.01% | -10.0% |
| Q2 2023 | $2,626 | +25.5% | 13,506 | +24.9% | 0.01% | 0.0% |
| Q1 2023 | $2,093 | -24.5% | 10,817 | -25.3% | 0.01% | -28.6% |
| Q4 2022 | $2,773 | -99.9% | 14,475 | +7.5% | 0.01% | 0.0% |
| Q3 2022 | $2,313,000 | -6.5% | 13,466 | +0.8% | 0.01% | -6.7% |
| Q2 2022 | $2,475,000 | -4.2% | 13,355 | +1.3% | 0.02% | 0.0% |
| Q1 2022 | $2,583,000 | +127.8% | 13,183 | +132.4% | 0.02% | +114.3% |
| Q4 2021 | $1,134,000 | -28.4% | 5,672 | -35.8% | 0.01% | -36.4% |
| Q3 2021 | $1,584,000 | +32.1% | 8,838 | +34.5% | 0.01% | +22.2% |
| Q2 2021 | $1,199,000 | +325.2% | 6,570 | +315.3% | 0.01% | +200.0% |
| Q1 2021 | $282,000 | +10.6% | 1,582 | +1.4% | 0.00% | -25.0% |
| Q3 2020 | $255,000 | +23.8% | 1,560 | +13.2% | 0.00% | 0.0% |
| Q2 2020 | $206,000 | -42.9% | 1,378 | -38.4% | 0.00% | -42.9% |
| Q4 2019 | $361,000 | +26.7% | 2,237 | +22.7% | 0.01% | 0.0% |
| Q3 2019 | $285,000 | – | 1,823 | – | 0.01% | – |
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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% |