VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $166,029 | +12.3% | 1,310 | 0.0% | 0.02% | +11.1% |
| Q2 2023 | $147,886 | -1.2% | 1,310 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $149,641 | -5.8% | 1,310 | 0.0% | 0.02% | -9.5% |
| Q4 2022 | $158,877 | +19.5% | 1,310 | 0.0% | 0.02% | +16.7% |
| Q3 2022 | $133,000 | +30.4% | 1,310 | 0.0% | 0.02% | +50.0% |
| Q4 2021 | $102,000 | +5.2% | 1,310 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $97,000 | +3.2% | 1,306 | +5.3% | 0.01% | 0.0% |
| Q2 2021 | $94,000 | +11.9% | 1,240 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $84,000 | +31.2% | 1,240 | 0.0% | 0.01% | +22.2% |
| Q4 2020 | $64,000 | +2033.3% | 1,240 | +2037.9% | 0.01% | – |
| Q2 2020 | $3,000 | – | 58 | – | 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% |