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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $972,594 | -6.0% | 7,624 | -2.9% | 0.08% | -5.9% |
| Q1 2024 | $1,034,240 | +6.2% | 7,853 | -5.4% | 0.08% | 0.0% |
| Q4 2023 | $973,424 | -6.2% | 8,300 | +1.4% | 0.08% | -13.3% |
| Q3 2023 | $1,037,747 | +21.5% | 8,188 | +8.2% | 0.10% | +24.1% |
| Q2 2023 | $853,900 | -38.0% | 7,564 | -37.3% | 0.08% | -40.6% |
| Q1 2023 | $1,378,299 | -2.8% | 12,066 | +3.2% | 0.13% | -7.6% |
| Q4 2022 | $1,417,642 | +21.6% | 11,689 | +1.8% | 0.14% | +11.6% |
| Q3 2022 | $1,166,000 | +3.8% | 11,480 | +1.7% | 0.13% | +5.7% |
| Q2 2022 | $1,123,000 | +30.1% | 11,293 | +40.0% | 0.12% | +48.8% |
| Q1 2022 | $863,000 | – | 8,066 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 8,986 | $945,000 | 12.19% |
| Beacon Capital Management, Inc. | 1,758,658 | $184,853,000 | 7.56% |
| Allied Investment Advisors, LLC | 86,949 | $9,139,000 | 6.79% |
| Berkeley Capital Partners, LLC | 57,333 | $6,026,000 | 3.39% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,779 | $4,917,000 | 3.21% |
| WP Advisors, LLC | 31,483 | $3,309,000 | 3.08% |
| Regis Management CO LLC | 172,747 | $18,157,000 | 2.71% |
| Tillar-Wenstrup Advisors, LLC | 45,894 | $4,824,000 | 2.62% |
| Summit Equities Inc | 149,002 | $15,661,641,000 | 2.60% |
| Karp Capital Management Corp | 58,019 | $6,098,000 | 2.10% |