VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 326 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.93 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $125,138 | -1.3% | 1,067 | +6.7% | 0.02% | -25.0% |
| Q3 2023 | $126,740 | -25.2% | 1,000 | -33.3% | 0.02% | -25.9% |
| Q2 2023 | $169,335 | -1.2% | 1,500 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $171,345 | +94045.6% | 1,500 | 0.0% | 0.03% | -3.4% |
| Q4 2022 | $182 | -99.9% | 1,500 | 0.0% | 0.03% | +11.5% |
| Q3 2022 | $152,000 | +2.0% | 1,500 | 0.0% | 0.03% | +8.3% |
| Q2 2022 | $149,000 | -7.5% | 1,500 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $161,000 | +1138.5% | 1,500 | +1100.0% | 0.02% | +666.7% |
| Q3 2018 | $13,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | -38.1% | 125 | -47.9% | 0.00% | -40.0% |
| Q2 2017 | $21,000 | – | 240 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 11,962 | $1,069,000 | 8.16% |
| Allied Investment Advisors, LLC | 102,389 | $9,152,000 | 6.35% |
| Beacon Capital Management, Inc. | 1,408,080 | $125,854,000 | 5.73% |
| WELCH CAPITAL PARTNERS LLC/NY | 103,650 | $9,264,000 | 3.15% |
| Regis Management CO LLC | 420,959 | $37,625,000 | 2.96% |
| WP Advisors, LLC | 29,658 | $26,509,000 | 2.89% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 49,491 | $4,424,000 | 2.77% |
| Summit Financial, LLC | 148,591 | $13,281,028,000 | 2.28% |
| STARR INTERNATIONAL CO INC | 56,000 | $5,005,000 | 2.00% |
| Private Harbour Investment Management & Counsel, LLC | 18,704 | $1,672,000 | 1.74% |