VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $988,678 | +10.5% | 7,801 | -1.6% | 0.04% | +8.8% |
Q2 2023 | $894,611 | -2.2% | 7,925 | -1.0% | 0.03% | -10.5% |
Q1 2023 | $914,597 | +72.2% | 8,007 | +82.8% | 0.04% | +52.0% |
Q4 2022 | $531,031 | +31.1% | 4,379 | +9.8% | 0.02% | +19.0% |
Q3 2022 | $405,000 | +3.3% | 3,988 | +1.1% | 0.02% | 0.0% |
Q2 2022 | $392,000 | -11.7% | 3,946 | -4.9% | 0.02% | 0.0% |
Q1 2022 | $444,000 | +36.6% | 4,151 | -0.8% | 0.02% | +40.0% |
Q4 2021 | $325,000 | -3.0% | 4,183 | -7.7% | 0.02% | -11.8% |
Q3 2021 | $335,000 | -24.5% | 4,532 | -22.5% | 0.02% | -29.2% |
Q2 2021 | $444,000 | +65.1% | 5,851 | +47.8% | 0.02% | +50.0% |
Q1 2021 | $269,000 | +5.1% | 3,958 | +49.2% | 0.02% | -68.0% |
Q1 2017 | $256,000 | -77.0% | 2,652 | -76.7% | 0.05% | -81.4% |
Q3 2016 | $1,112,000 | +7.4% | 11,380 | +4.6% | 0.27% | -2.2% |
Q2 2016 | $1,035,000 | +10.8% | 10,880 | 0.0% | 0.28% | +9.6% |
Q1 2016 | $934,000 | – | 10,880 | – | 0.25% | – |
Download |
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% |