VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $622,835 | +13.4% | 4,914 | +1.0% | 0.00% | +100.0% |
| Q2 2023 | $549,243 | +4428.0% | 4,865 | -95.4% | 0.00% | -97.1% |
| Q1 2023 | $12,130 | -6.6% | 106,189 | -0.9% | 0.04% | -16.7% |
| Q4 2022 | $12,991 | -99.9% | 107,115 | -1.1% | 0.04% | -4.5% |
| Q3 2022 | $11,004,000 | +12.5% | 108,327 | +10.1% | 0.04% | +10.0% |
| Q2 2022 | $9,783,000 | +3721.5% | 98,349 | +3168.5% | 0.04% | +1233.3% |
| Q2 2019 | $256,000 | +4.5% | 3,009 | +9.9% | 0.00% | 0.0% |
| Q1 2019 | $245,000 | +5.2% | 2,739 | +8.6% | 0.00% | -62.5% |
| Q1 2018 | $233,000 | +565.7% | 2,521 | +586.9% | 0.01% | +300.0% |
| Q3 2016 | $35,000 | -82.8% | 367 | -79.7% | 0.00% | -95.3% |
| Q2 2013 | $203,000 | – | 1,805 | – | 0.04% | – |
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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% |