VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $585,032 | +11.1% | 4,616 | -1.1% | 0.18% | +12.7% |
| Q2 2023 | $526,745 | +0.0% | 4,666 | +1.2% | 0.16% | +2.6% |
| Q1 2023 | $526,715 | -7.8% | 4,611 | -2.1% | 0.15% | -13.0% |
| Q4 2022 | $571,350 | +21.6% | 4,711 | +1.8% | 0.18% | +20.4% |
| Q3 2022 | $470,000 | +0.9% | 4,628 | -1.2% | 0.15% | +5.8% |
| Q2 2022 | $466,000 | -16.3% | 4,685 | -10.0% | 0.14% | -2.8% |
| Q1 2022 | $557,000 | +13.9% | 5,205 | -17.4% | 0.14% | +19.2% |
| Q4 2021 | $489,000 | -8.4% | 6,300 | -12.7% | 0.12% | -12.4% |
| Q3 2021 | $534,000 | -8.2% | 7,220 | -5.9% | 0.14% | -8.1% |
| Q2 2021 | $582,000 | +11.5% | 7,670 | 0.0% | 0.15% | +3.5% |
| Q1 2021 | $522,000 | +30.5% | 7,670 | -0.6% | 0.14% | +24.1% |
| Q4 2020 | $400,000 | +273.8% | 7,720 | +190.2% | 0.12% | +205.3% |
| Q3 2020 | $107,000 | -63.7% | 2,660 | -54.6% | 0.04% | -66.7% |
| Q2 2020 | $295,000 | -50.7% | 5,855 | -62.6% | 0.11% | -58.4% |
| Q1 2020 | $598,000 | -45.4% | 15,635 | +16.3% | 0.27% | -29.7% |
| Q4 2019 | $1,096,000 | -4.4% | 13,445 | -8.5% | 0.39% | -13.1% |
| Q3 2019 | $1,147,000 | -46.6% | 14,695 | -41.8% | 0.45% | -45.6% |
| Q2 2019 | $2,146,000 | -4.9% | 25,245 | 0.0% | 0.83% | -11.7% |
| Q1 2019 | $2,256,000 | +13.2% | 25,245 | -2.3% | 0.94% | -6.2% |
| Q4 2018 | $1,993,000 | +4645.2% | 25,840 | +6491.8% | 1.00% | +4054.2% |
| Q2 2015 | $42,000 | – | 392 | – | 0.02% | – |
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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% |