VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,751 | +4.6% | 1,205 | +0.1% | 0.03% | -2.9% |
| Q2 2023 | $146,053 | 0.0% | 1,204 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $146,053 | 0.0% | 1,204 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $146,053 | +5.1% | 1,204 | 0.0% | 0.04% | -2.8% |
| Q3 2022 | $139,000 | +16.8% | 1,204 | +0.1% | 0.04% | +20.0% |
| Q2 2022 | $119,000 | -7.0% | 1,203 | 0.0% | 0.03% | +3.4% |
| Q1 2022 | $128,000 | +37.6% | 1,203 | +0.1% | 0.03% | +31.8% |
| Q4 2021 | $93,000 | +1.1% | 1,202 | -3.5% | 0.02% | -8.3% |
| Q3 2021 | $92,000 | -2.1% | 1,245 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $94,000 | +10.6% | 1,245 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $85,000 | +37.1% | 1,244 | +4.2% | 0.02% | +25.0% |
| Q4 2020 | $62,000 | -23.5% | 1,194 | -40.4% | 0.02% | +25.0% |
| Q3 2020 | $81,000 | -19.8% | 2,002 | 0.0% | 0.02% | -57.9% |
| Q2 2020 | $101,000 | +60.3% | 2,002 | +21.2% | 0.04% | +26.7% |
| Q1 2020 | $63,000 | -57.4% | 1,652 | -9.1% | 0.03% | -50.0% |
| Q4 2019 | $148,000 | +4.2% | 1,817 | 0.0% | 0.06% | +22.4% |
| Q3 2019 | $142,000 | +3.6% | 1,817 | +12.4% | 0.05% | -10.9% |
| Q2 2019 | $137,000 | -47.9% | 1,617 | -44.9% | 0.06% | -50.0% |
| Q1 2019 | $263,000 | +29.6% | 2,937 | +11.4% | 0.11% | +10.0% |
| Q4 2018 | $203,000 | – | 2,637 | – | 0.10% | – |
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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% |