VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 137,121 | $14,677,000 | 14.11% |
| Juniper Hill Capital Management LP | 308,860 | $33,060,000 | 9.54% |
| Beacon Capital Management, Inc. | 2,427,672 | $259,858,000 | 8.30% |
| Main Management ETF Advisors, LLC | 803,600 | $86,017,000 | 7.99% |
| RFG HOLDINGS, INC. | 108,959 | $11,663,000 | 7.24% |
| M Financial Asset Management, Inc. | 14,505 | $1,553,000 | 6.43% |
| Arlington Capital Management, Inc. | 13,600 | $1,456,000 | 5.91% |
| Tranquilli Financial Advisor LLC | 76,933 | $8,235,000 | 5.86% |
| GoalFusion Wealth Management, LLC | 53,783 | $5,758,000 | 4.96% |
| Berkeley Capital Partners, LLC | 95,178 | $10,188,000 | 4.06% |