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 | $209,045 | -81.2% | 1,649 | -83.2% | 0.02% | -79.5% |
| Q2 2023 | $1,109,120 | -84.9% | 9,825 | -84.7% | 0.07% | -81.9% |
| Q1 2023 | $7,358,210 | -7.2% | 64,416 | -1.4% | 0.40% | -21.7% |
| Q4 2022 | $7,927,176 | +23.3% | 65,363 | +3.2% | 0.52% | +11.0% |
| Q3 2022 | $6,431,000 | -21.9% | 63,309 | -23.5% | 0.46% | -20.1% |
| Q2 2022 | $8,230,000 | -2.0% | 82,740 | +5.5% | 0.58% | +13.2% |
| Q1 2022 | $8,394,000 | +45.5% | 78,419 | +5.5% | 0.51% | +43.2% |
| Q4 2021 | $5,771,000 | +7.6% | 74,356 | +2.5% | 0.36% | -12.0% |
| Q3 2021 | $5,362,000 | +1070.7% | 72,560 | +1101.7% | 0.41% | +1065.7% |
| Q2 2021 | $458,000 | +13.6% | 6,038 | +1.9% | 0.04% | +2.9% |
| Q1 2021 | $403,000 | +31.3% | 5,928 | 0.0% | 0.03% | +17.2% |
| Q4 2020 | $307,000 | – | 5,928 | – | 0.03% | – |
Download | ||||||
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% |