VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 334 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 1.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $209,000 | +16.8% | 2,340 | +30.0% | 0.11% | +22.0% |
| Q4 2017 | $179,000 | +1888.9% | 1,800 | +1700.0% | 0.09% | +1720.0% |
| Q3 2017 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $9,000 | -10.0% | 100 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $10,000 | -37.5% | 100 | -33.3% | 0.01% | -40.0% |
| Q4 2016 | $16,000 | +6.7% | 150 | 0.0% | 0.01% | +11.1% |
| Q3 2016 | $15,000 | +7.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $13,000 | +8.3% | 150 | 0.0% | 0.01% | +12.5% |
| Q4 2015 | $12,000 | – | 150 | – | 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% |