VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 396 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $228,067 | -7.6% | 1,775 | -5.3% | 0.06% | -4.6% |
| Q1 2024 | $246,883 | +12.8% | 1,875 | +0.5% | 0.06% | +3.2% |
| Q4 2023 | $218,863 | -7.2% | 1,866 | +1.0% | 0.06% | -16.0% |
| 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% | – |
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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% |