VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,705,789 | +42.7% | 49,950 | +51.5% | 0.75% | +34.9% |
| Q4 2022 | $3,999,208 | +19.4% | 32,975 | 0.0% | 0.56% | +7.9% |
| Q3 2022 | $3,349,000 | -48.7% | 32,975 | -49.7% | 0.52% | -46.7% |
| Q2 2022 | $6,522,000 | -40.3% | 65,570 | -35.7% | 0.97% | -31.6% |
| Q1 2022 | $10,918,000 | +36.3% | 102,005 | -1.2% | 1.42% | +45.9% |
| Q4 2021 | $8,013,000 | +4.6% | 103,255 | -0.4% | 0.97% | +1.6% |
| Q3 2021 | $7,657,000 | -61.4% | 103,625 | -60.4% | 0.96% | -63.1% |
| Q2 2021 | $19,836,000 | +11.5% | 261,385 | -0.1% | 2.60% | -0.3% |
| Q1 2021 | $17,789,000 | +232.6% | 261,600 | +153.6% | 2.61% | +223.7% |
| Q4 2020 | $5,349,000 | +28.0% | 103,150 | -0.5% | 0.80% | +24.0% |
| Q3 2020 | $4,180,000 | -17.0% | 103,700 | +3.5% | 0.65% | -19.4% |
| Q2 2020 | $5,037,000 | -10.7% | 100,150 | -32.2% | 0.80% | -13.3% |
| Q1 2020 | $5,643,000 | +255.4% | 147,650 | +673.0% | 0.93% | +43.4% |
| Q4 2015 | $1,588,000 | – | 19,100 | – | 0.65% | – |
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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% |