VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $724,216 | +10.0% | 5,714 | -2.0% | 0.07% | +12.3% |
| Q2 2023 | $658,583 | +3.4% | 5,833 | +4.7% | 0.06% | -3.0% |
| Q1 2023 | $636,701 | -5.7% | 5,573 | +0.1% | 0.07% | -11.8% |
| Q4 2022 | $675,189 | +19.3% | 5,567 | -0.1% | 0.08% | -7.3% |
| Q3 2022 | $566,000 | +2.2% | 5,570 | +0.1% | 0.08% | +10.8% |
| Q2 2022 | $554,000 | -7.0% | 5,566 | 0.0% | 0.07% | +2.8% |
| Q1 2022 | $596,000 | +42.9% | 5,566 | +3.5% | 0.07% | +30.9% |
| Q4 2021 | $417,000 | +10.9% | 5,378 | +5.7% | 0.06% | -3.5% |
| Q3 2021 | $376,000 | -2.6% | 5,087 | +0.2% | 0.06% | -12.3% |
| Q2 2021 | $386,000 | +12.5% | 5,079 | +0.8% | 0.06% | -16.7% |
| Q1 2021 | $343,000 | +43.5% | 5,040 | +9.5% | 0.08% | +23.8% |
| Q4 2020 | $239,000 | – | 4,603 | – | 0.06% | – |
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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% |