VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $223,064 | +4.7% | 1,694 | -6.8% | 0.02% | -4.0% |
| Q4 2023 | $213,144 | -11.7% | 1,817 | -4.6% | 0.02% | -19.4% |
| Q3 2023 | $241,440 | +0.0% | 1,905 | -10.9% | 0.03% | +3.3% |
| Q2 2023 | $241,359 | +12.3% | 2,138 | +13.6% | 0.03% | +3.4% |
| Q1 2023 | $214,981 | -22.9% | 1,882 | -18.2% | 0.03% | -31.0% |
| Q4 2022 | $278,944 | +24.5% | 2,300 | +2.0% | 0.04% | +16.7% |
| Q2 2022 | $224,000 | -12.5% | 2,254 | -5.7% | 0.04% | -2.7% |
| Q1 2022 | $256,000 | – | 2,389 | – | 0.04% | – |
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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% |