VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 457 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $667,199 | -4.0% | 3,675 | +2.9% | 0.00% | 0.0% |
Q2 2023 | $695,089 | -1.2% | 3,573 | -1.6% | 0.00% | -50.0% |
Q1 2023 | $703,815 | +11.8% | 3,632 | +10.3% | 0.00% | 0.0% |
Q4 2022 | $629,683 | +16.2% | 3,294 | +5.5% | 0.00% | -33.3% |
Q3 2022 | $542,000 | -13.1% | 3,123 | -6.1% | 0.00% | 0.0% |
Q2 2022 | $624,000 | -7.8% | 3,327 | -3.3% | 0.00% | +50.0% |
Q1 2022 | $677,000 | -7.1% | 3,442 | -5.5% | 0.00% | 0.0% |
Q4 2021 | $729,000 | – | 3,644 | – | 0.00% | – |
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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% |