VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $833,110 | +18.8% | 6,573 | +5.8% | 0.13% | +24.5% |
| Q2 2023 | $701,044 | -0.9% | 6,210 | +0.2% | 0.10% | -5.6% |
| Q1 2023 | $707,737 | -6.2% | 6,196 | -0.4% | 0.11% | -8.5% |
| Q4 2022 | $754,137 | +43.6% | 6,218 | +20.2% | 0.12% | +34.1% |
| Q3 2022 | $525,000 | -1.7% | 5,173 | -3.7% | 0.09% | 0.0% |
| Q2 2022 | $534,000 | -1.1% | 5,371 | +6.4% | 0.09% | +18.9% |
| Q1 2022 | $540,000 | +34.3% | 5,048 | -2.5% | 0.07% | +48.0% |
| Q4 2021 | $402,000 | +8.6% | 5,178 | +3.5% | 0.05% | 0.0% |
| Q3 2021 | $370,000 | – | 5,005 | – | 0.05% | – |
Download | ||||||
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% |