VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,449 | +12.3% | 690 | 0.0% | 0.14% | +20.5% |
| Q2 2023 | $77,890 | -1.2% | 690 | 0.0% | 0.12% | -6.4% |
| Q1 2023 | $78,815 | -5.8% | 690 | 0.0% | 0.12% | -5.3% |
| Q4 2022 | $83,682 | +19.5% | 690 | 0.0% | 0.13% | +6.5% |
| Q3 2022 | $70,000 | +1.4% | 690 | 0.0% | 0.12% | +5.1% |
| Q2 2022 | $69,000 | -6.8% | 690 | 0.0% | 0.12% | +10.3% |
| Q1 2022 | $74,000 | +37.0% | 690 | 0.0% | 0.11% | +42.7% |
| Q4 2021 | $54,000 | – | 690 | – | 0.08% | – |
Download | ||||||
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% |