VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,223,295 | +12.1% | 9,652 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $1,091,646 | +2.7% | 9,670 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $1,063,367 | -5.8% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,128,995 | +19.3% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $946,000 | +2.2% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $926,000 | -7.1% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $997,000 | +38.9% | 9,309 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $718,000 | +5.0% | 9,253 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $684,000 | -2.6% | 9,253 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $702,000 | +11.6% | 9,253 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $629,000 | +31.0% | 9,253 | 0.0% | 0.00% | – |
| Q4 2020 | $480,000 | +92.8% | 9,253 | +50.1% | 0.00% | – |
| Q3 2020 | $249,000 | -19.7% | 6,163 | 0.0% | 0.00% | – |
| Q2 2020 | $310,000 | +36.6% | 6,163 | +3.7% | 0.00% | – |
| Q1 2020 | $227,000 | – | 5,942 | – | 0.00% | – |
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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% |