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 | $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 ↓ |
|---|---|---|---|
| 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% |