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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,105,404 | -7.1% | 9,677 | -1.4% | 0.17% | -9.7% |
| Q4 2022 | $1,189,757 | -42.0% | 9,810 | -51.4% | 0.19% | -45.6% |
| Q3 2022 | $2,050,000 | +173.7% | 20,179 | +168.0% | 0.34% | +180.3% |
| Q2 2022 | $749,000 | -23.6% | 7,530 | -17.7% | 0.12% | -10.9% |
| Q1 2022 | $980,000 | +230.0% | 9,155 | +139.5% | 0.14% | +242.5% |
| Q4 2021 | $297,000 | +16.0% | 3,822 | +10.4% | 0.04% | +5.3% |
| Q3 2021 | $256,000 | -12.6% | 3,463 | -10.4% | 0.04% | -29.6% |
| Q2 2021 | $293,000 | – | 3,864 | – | 0.05% | – |
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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% |