VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 561 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $407,072 | -75.7% | 3,191 | -74.9% | 0.06% | -76.2% |
| Q1 2024 | $1,674,110 | +358.9% | 12,712 | +308.6% | 0.26% | +422.4% |
| Q4 2023 | $364,804 | -38.2% | 3,111 | -33.2% | 0.05% | -61.7% |
| Q3 2023 | $590,246 | +104368.3% | 4,657 | -6.9% | 0.13% | +40.7% |
| Q2 2023 | $565 | +9.5% | 5,003 | +10.7% | 0.09% | +7.1% |
| Q1 2023 | $516 | -9.5% | 4,519 | -3.9% | 0.08% | -20.6% |
| Q4 2022 | $570 | -99.9% | 4,700 | +0.9% | 0.11% | -16.4% |
| Q3 2022 | $590,246 | +64.4% | 4,657 | +30.4% | 0.13% | +60.0% |
| Q2 2022 | $359,000 | -38.5% | 3,571 | -33.2% | 0.08% | -32.8% |
| Q1 2022 | $584,000 | – | 5,343 | – | 0.12% | – |
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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% |