VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $768,044 | +12.3% | 6,060 | 0.0% | 0.01% | +20.0% |
| Q2 2023 | $684,113 | -1.2% | 6,060 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $692,233 | -5.8% | 6,060 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $734,956 | +19.3% | 6,060 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $616,000 | -2.8% | 6,060 | -4.9% | 0.01% | 0.0% |
| Q2 2022 | $634,000 | +6.9% | 6,375 | +15.1% | 0.01% | +25.0% |
| Q1 2022 | $593,000 | +39.9% | 5,539 | +1.4% | 0.00% | +33.3% |
| Q4 2021 | $424,000 | – | 5,464 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 137,121 | $14,677,000 | 14.11% |
| Juniper Hill Capital Management LP | 308,860 | $33,060,000 | 9.54% |
| Beacon Capital Management, Inc. | 2,427,672 | $259,858,000 | 8.30% |
| Main Management ETF Advisors, LLC | 803,600 | $86,017,000 | 7.99% |
| RFG HOLDINGS, INC. | 108,959 | $11,663,000 | 7.24% |
| M Financial Asset Management, Inc. | 14,505 | $1,553,000 | 6.43% |
| Arlington Capital Management, Inc. | 13,600 | $1,456,000 | 5.91% |
| Tranquilli Financial Advisor LLC | 76,933 | $8,235,000 | 5.86% |
| GoalFusion Wealth Management, LLC | 53,783 | $5,758,000 | 4.96% |
| Berkeley Capital Partners, LLC | 95,178 | $10,188,000 | 4.06% |