VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 327 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $102,056 | -3.1% | 800 | 0.0% | 0.01% | -8.3% |
| Q1 2024 | $105,360 | -15.8% | 800 | -25.0% | 0.01% | -20.0% |
| 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. | 8,986 | $945,000 | 12.19% |
| Beacon Capital Management, Inc. | 1,758,658 | $184,853,000 | 7.56% |
| Allied Investment Advisors, LLC | 86,949 | $9,139,000 | 6.79% |
| Berkeley Capital Partners, LLC | 57,333 | $6,026,000 | 3.39% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,779 | $4,917,000 | 3.21% |
| WP Advisors, LLC | 31,483 | $3,309,000 | 3.08% |
| Regis Management CO LLC | 172,747 | $18,157,000 | 2.71% |
| Tillar-Wenstrup Advisors, LLC | 45,894 | $4,824,000 | 2.62% |
| Summit Equities Inc | 149,002 | $15,661,641,000 | 2.60% |
| Karp Capital Management Corp | 58,019 | $6,098,000 | 2.10% |