VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $334,978 | -5.0% | 2,678 | 0.0% | 0.00% | -20.0% |
| Q1 2024 | $352,693 | -0.7% | 2,678 | -11.5% | 0.01% | 0.0% |
| Q4 2023 | $355,006 | -7.5% | 3,027 | 0.0% | 0.01% | -16.7% |
| Q3 2023 | $383,641 | +12.2% | 3,027 | -0.0% | 0.01% | +20.0% |
| Q2 2023 | $341,832 | -1.2% | 3,028 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $345,888 | -7.8% | 3,028 | -2.1% | 0.01% | -14.3% |
| Q4 2022 | $375,240 | +34.5% | 3,094 | +12.7% | 0.01% | +40.0% |
| Q3 2022 | $279,000 | +2.6% | 2,745 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $272,000 | -7.5% | 2,745 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $294,000 | – | 2,745 | – | 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% |