VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,284,308 | -60.8% | 41,421 | -59.6% | 0.01% | -61.1% |
| Q1 2024 | $13,493,466 | +18.2% | 102,456 | +5.3% | 0.04% | -2.7% |
| Q4 2023 | $11,412,185 | -12.8% | 97,307 | -5.8% | 0.04% | -42.2% |
| Q3 2023 | $13,094,002 | +737.6% | 103,312 | +646.2% | 0.06% | +966.7% |
| Q2 2023 | $1,563,226 | +77.5% | 13,845 | +79.6% | 0.01% | +200.0% |
| Q1 2023 | $880,600 | +162.3% | 7,709 | +178.5% | 0.00% | 0.0% |
| Q4 2022 | $335,703 | -54.8% | 2,768 | -62.1% | 0.00% | -77.8% |
| Q3 2022 | $742,000 | +10.7% | 7,304 | +8.4% | 0.01% | +28.6% |
| Q2 2022 | $670,000 | +54.0% | 6,741 | +65.9% | 0.01% | 0.0% |
| Q1 2022 | $435,000 | +12.7% | 4,064 | +194.9% | 0.01% | +16.7% |
| Q4 2021 | $386,000 | -17.2% | 1,378 | -78.2% | 0.01% | -40.0% |
| Q3 2021 | $466,000 | -3.5% | 6,307 | -0.9% | 0.01% | -9.1% |
| Q2 2021 | $483,000 | +6.2% | 6,367 | -4.9% | 0.01% | 0.0% |
| Q1 2021 | $455,000 | +40.0% | 6,697 | +6.9% | 0.01% | +10.0% |
| Q4 2020 | $325,000 | – | 6,265 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 8,986 | $945,000 | 12.19% |
| Beacon Capital Management, Inc. | 1,758,658 | $184,853,000 | 7.56% |
| Allied Investment Advisors, LLC | 86,949 | $9,139,000 | 6.79% |
| Berkeley Capital Partners, LLC | 57,333 | $6,026,000 | 3.39% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,779 | $4,917,000 | 3.21% |
| WP Advisors, LLC | 31,483 | $3,309,000 | 3.08% |
| Regis Management CO LLC | 172,747 | $18,157,000 | 2.71% |
| Tillar-Wenstrup Advisors, LLC | 45,894 | $4,824,000 | 2.62% |
| Summit Equities Inc | 149,002 | $15,661,641,000 | 2.60% |
| Karp Capital Management Corp | 58,019 | $6,098,000 | 2.10% |