VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 561 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73,889 | +5.6% | 583 | -6.0% | 0.00% | 0.0% |
| Q2 2023 | $69,992 | +5.1% | 620 | +6.3% | 0.00% | 0.0% |
| Q1 2023 | $66,596 | -17.2% | 583 | -12.1% | 0.00% | -20.0% |
| Q4 2022 | $80,409 | -68.2% | 663 | -72.6% | 0.01% | -85.7% |
| Q4 2016 | $253,000 | -30.9% | 2,420 | -35.5% | 0.04% | -34.0% |
| Q3 2016 | $366,000 | -36.0% | 3,750 | -37.6% | 0.05% | -38.4% |
| Q2 2016 | $572,000 | -31.2% | 6,012 | -37.9% | 0.09% | -31.7% |
| Q1 2016 | $831,000 | -5.6% | 9,684 | -8.6% | 0.13% | 0.0% |
| Q4 2015 | $880,000 | – | 10,592 | – | 0.13% | – |
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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% |