VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 550 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 | $1,052,956 | +10.8% | 8,308 | -1.3% | 0.02% | +7.1% |
| Q2 2023 | $950,195 | -5.2% | 8,417 | +1.9% | 0.01% | -22.2% |
| Q1 2023 | $1,002,258 | 0.0% | 8,264 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $1,002,258 | +19.7% | 8,264 | +0.2% | 0.02% | +5.9% |
| Q3 2022 | $837,000 | +2.1% | 8,244 | 0.0% | 0.02% | +6.2% |
| Q2 2022 | $820,000 | +140.5% | 8,244 | +158.5% | 0.02% | +128.6% |
| Q1 2022 | $341,000 | +43.3% | 3,189 | +3.9% | 0.01% | +40.0% |
| Q4 2021 | $238,000 | +7.2% | 3,069 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $222,000 | -11.2% | 3,000 | -9.1% | 0.01% | -16.7% |
| Q2 2021 | $250,000 | +22.5% | 3,300 | +10.0% | 0.01% | -40.0% |
| Q1 2021 | $204,000 | -65.1% | 3,000 | -35.2% | 0.01% | -96.4% |
| Q4 2013 | $585,000 | +6.0% | 4,627 | 0.0% | 0.28% | -5.5% |
| Q3 2013 | $552,000 | +5.1% | 4,627 | -0.9% | 0.29% | -1.4% |
| Q2 2013 | $525,000 | – | 4,667 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 208,791 | $26,811,000 | 25.00% |
| Beacon Capital Management, Inc. | 227,050 | $29,155,000 | 6.96% |
| Summit Equities Inc | 104,497 | $13,418,000 | 5.92% |
| Creative Planning | 1,584,650 | $203,485,000 | 3.06% |
| Regis Management CO LLC | 76,888 | $9,873,000 | 3.06% |
| Baker Ellis Asset Management LLC | 68,659 | $8,816,000 | 3.05% |
| CHARTIST INC /CA/ | 44,173 | $5,667,000 | 3.02% |
| RAND WEALTH, LLC | 78,663 | $10,101,000 | 1.75% |
| Asset Management Group, Inc. | 23,064 | $2,962,000 | 1.70% |
| Archford Capital Strategies, LLC | 11,929 | $1,531,808,000 | 1.28% |