VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 203 filers reported holding VANGUARD WORLD FDS in Q1 2015. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,242 | +12.3% | 3,300 | 0.0% | 0.09% | +19.2% |
| Q2 2023 | $372,537 | -1.2% | 3,300 | 0.0% | 0.08% | -7.1% |
| Q1 2023 | $376,959 | -5.8% | 3,300 | 0.0% | 0.08% | -10.6% |
| Q4 2022 | $400,287 | +16.0% | 3,300 | -2.9% | 0.09% | +10.6% |
| Q3 2022 | $345,000 | +2.1% | 3,397 | -0.0% | 0.08% | +11.8% |
| Q2 2022 | $338,000 | -7.1% | 3,398 | 0.0% | 0.08% | +8.6% |
| Q1 2022 | $364,000 | +37.9% | 3,398 | 0.0% | 0.07% | +45.8% |
| Q4 2021 | $264,000 | +5.2% | 3,398 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $251,000 | -2.7% | 3,398 | 0.0% | 0.05% | -4.0% |
| Q2 2021 | $258,000 | +11.7% | 3,398 | 0.0% | 0.05% | +4.2% |
| Q1 2021 | $231,000 | -43.5% | 3,398 | -11.2% | 0.05% | -58.3% |
| Q2 2015 | $409,000 | -49.6% | 3,825 | -48.5% | 0.12% | -51.7% |
| Q1 2015 | $811,000 | – | 7,425 | – | 0.24% | – |
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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% |