VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 287 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $366 | -4.2% | 2,884 | -14.8% | 0.03% | -3.1% |
| Q2 2023 | $382 | -1.3% | 3,384 | 0.0% | 0.03% | -23.8% |
| Q1 2023 | $387 | -5.6% | 3,384 | 0.0% | 0.04% | -14.3% |
| Q4 2022 | $410 | -99.9% | 3,384 | 0.0% | 0.05% | +11.4% |
| Q3 2022 | $344,000 | +2.1% | 3,384 | 0.0% | 0.04% | +7.3% |
| Q2 2022 | $337,000 | -86.6% | 3,384 | -85.6% | 0.04% | -84.2% |
| Q1 2022 | $2,518,000 | +21.9% | 23,521 | -11.6% | 0.26% | +28.2% |
| Q4 2021 | $2,065,000 | +3.2% | 26,610 | -1.7% | 0.20% | -2.4% |
| Q3 2021 | $2,001,000 | -2.6% | 27,080 | 0.0% | 0.21% | -2.4% |
| Q2 2021 | $2,055,000 | +11.6% | 27,080 | 0.0% | 0.21% | -0.5% |
| Q1 2021 | $1,841,000 | +31.1% | 27,080 | 0.0% | 0.21% | +24.6% |
| Q4 2020 | $1,404,000 | +575.0% | 27,080 | +554.4% | 0.17% | +470.0% |
| Q2 2020 | $208,000 | – | 4,138 | – | 0.03% | – |
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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% |