VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $789,023 | -3.1% | 6,185 | 0.0% | 0.02% | -5.0% |
| Q1 2024 | $814,565 | +12.3% | 6,185 | 0.0% | 0.02% | +5.3% |
| Q4 2023 | $725,377 | -4.2% | 6,185 | +3.5% | 0.02% | -13.6% |
| Q3 2023 | $757,018 | +112217.2% | 5,973 | 0.0% | 0.02% | +10.0% |
| Q2 2023 | $674 | -4.3% | 5,973 | -3.1% | 0.02% | -9.1% |
| Q1 2023 | $704 | -5.8% | 6,161 | 0.0% | 0.02% | -12.0% |
| Q4 2022 | $747 | -99.9% | 6,161 | 0.0% | 0.02% | +8.7% |
| Q3 2022 | $626,000 | +5.4% | 6,161 | +3.1% | 0.02% | +9.5% |
| Q2 2022 | $594,000 | -7.0% | 5,973 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $639,000 | -33.2% | 5,973 | -51.6% | 0.02% | -28.6% |
| Q4 2021 | $957,000 | +35.0% | 12,332 | +28.6% | 0.03% | +16.7% |
| Q3 2021 | $709,000 | -2.6% | 9,590 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $728,000 | +8.0% | 9,590 | -3.2% | 0.02% | 0.0% |
| Q1 2021 | $674,000 | +86.7% | 9,910 | +42.5% | 0.02% | +71.4% |
| Q4 2020 | $361,000 | +78.7% | 6,954 | +38.8% | 0.01% | +55.6% |
| Q3 2020 | $202,000 | – | 5,010 | – | 0.01% | – |
Download | ||||||
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% |