VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $228,696 | -19.5% | 1,950 | -13.0% | 0.10% | -25.2% |
| Q3 2023 | $284,024 | +6.8% | 2,241 | -4.9% | 0.14% | +11.2% |
| Q2 2023 | $265,969 | -7.5% | 2,356 | -6.4% | 0.12% | -12.0% |
| Q1 2023 | $287,631 | -16.2% | 2,518 | -11.0% | 0.14% | -12.9% |
| Q4 2022 | $343,222 | +16.0% | 2,830 | -3.0% | 0.16% | +10.9% |
| Q3 2022 | $296,000 | +3.1% | 2,917 | +1.1% | 0.15% | +4.3% |
| Q2 2022 | $287,000 | – | 2,884 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 133,341 | $13,263,000 | 13.91% |
| RFG HOLDINGS, INC. | 109,140 | $10,856,000 | 9.56% |
| Main Management ETF Advisors, LLC | 801,960 | $79,771,000 | 8.86% |
| M Financial Asset Management, Inc. | 13,906 | $1,383,000 | 5.81% |
| GoalFusion Wealth Management, LLC | 50,734 | $5,047,000 | 4.73% |
| FOREFRONT WEALTH MANAGEMENT INC. | 28,782 | $2,860,000 | 3.85% |
| Berkeley Capital Partners, LLC | 90,887 | $9,041,000 | 3.73% |
| Main Management LLC | 301,075 | $29,948,000 | 3.58% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 57,678 | $5,737,000 | 3.44% |
| Polianta Ltd | 38,000 | $3,779,000 | 3.23% |