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 | $269,439 | -6.1% | 1,475 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $286,814 | -2.0% | 1,475 | -2.4% | 0.01% | -14.3% |
Q1 2023 | $292,603 | -3.4% | 1,512 | -4.4% | 0.01% | -12.5% |
Q4 2022 | $302,872 | +14.3% | 1,581 | +2.4% | 0.01% | +14.3% |
Q3 2022 | $265,000 | -7.3% | 1,544 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $286,000 | -5.3% | 1,544 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $302,000 | -2.3% | 1,544 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $309,000 | +11.6% | 1,544 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $277,000 | -1.8% | 1,544 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $282,000 | +2.5% | 1,544 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $275,000 | +2.2% | 1,544 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $269,000 | +11.6% | 1,544 | +4.7% | 0.01% | 0.0% |
Q3 2020 | $241,000 | +9.0% | 1,475 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $221,000 | +8.9% | 1,475 | 0.0% | 0.01% | -12.5% |
Q1 2020 | $203,000 | -14.7% | 1,475 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $238,000 | +3.0% | 1,475 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $231,000 | +5.5% | 1,475 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $219,000 | – | 1,475 | – | 0.01% | – |
Download |
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% |