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 | $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. | 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% |