Equitable Holdings, Inc. - VANGUARD WORLD FDS ownership

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
Equitable Holdings, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$417,664
-0.4%
3,274
+2.8%
0.00%
-20.0%
Q1 2024$419,333
+76.6%
3,184
+57.2%
0.01%
+66.7%
Q4 2023$237,473
+12.3%
2,025
+21.3%
0.00%0.0%
Q3 2023$211,529
-10.7%
1,669
-20.5%
0.00%0.0%
Q2 2023$236,956
+3.8%
2,099
+5.0%
0.00%
-25.0%
Q1 2023$228,346
-77.5%
1,999
-86.6%
0.00%
-81.0%
Q1 2021$1,015,000
+39.0%
14,918
+5.9%
0.02%
+23.5%
Q4 2020$730,000
+39.8%
14,086
+8.6%
0.02%
+30.8%
Q3 2020$522,000
-19.2%
12,965
+0.9%
0.01%
-31.6%
Q2 2020$646,000
+0.3%
12,846
-23.8%
0.02%
-17.4%
Q1 2020$644,000
-24.8%
16,863
+60.4%
0.02%
-8.0%
Q4 2019$856,00010,5100.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 8,986$945,00012.19%
Beacon Capital Management, Inc. 1,758,658$184,853,0007.56%
Allied Investment Advisors, LLC 86,949$9,139,0006.79%
Berkeley Capital Partners, LLC 57,333$6,026,0003.39%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,779$4,917,0003.21%
WP Advisors, LLC 31,483$3,309,0003.08%
Regis Management CO LLC 172,747$18,157,0002.71%
Tillar-Wenstrup Advisors, LLC 45,894$4,824,0002.62%
Summit Equities Inc 149,002$15,661,641,0002.60%
Karp Capital Management Corp 58,019$6,098,0002.10%
View complete list of VANGUARD WORLD FDS shareholders