VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 270 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,837 | +12.6% | 1,848 | +0.5% | 0.08% | +19.0% |
| Q2 2023 | $209,357 | -0.3% | 1,839 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $210,017 | -10.2% | 1,839 | -4.7% | 0.07% | -18.5% |
| Q4 2022 | $233,894 | -6.4% | 1,929 | -20.6% | 0.08% | -9.0% |
| Q3 2022 | $250,000 | -22.1% | 2,428 | -24.8% | 0.09% | -19.1% |
| Q2 2022 | $321,000 | -12.3% | 3,228 | -5.5% | 0.11% | +0.9% |
| Q1 2022 | $366,000 | +32.6% | 3,415 | -3.9% | 0.11% | +55.7% |
| Q4 2021 | $276,000 | +4.9% | 3,554 | +0.9% | 0.07% | +9.4% |
| Q3 2021 | $263,000 | -1.5% | 3,521 | 0.0% | 0.06% | +6.7% |
| Q2 2021 | $267,000 | +6.0% | 3,521 | -5.1% | 0.06% | -13.0% |
| Q1 2021 | $252,000 | +25100.0% | 3,710 | +52900.0% | 0.07% | – |
| Q2 2017 | $1,000 | – | 7 | – | 0.00% | – |
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% |