VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,921 | +1.3% | 2,264 | -9.8% | 0.03% | 0.0% |
| Q2 2023 | $283,203 | -1.2% | 2,509 | 0.0% | 0.03% | -5.9% |
| Q1 2023 | $286,563 | -5.4% | 2,509 | +0.5% | 0.03% | -10.5% |
| Q4 2022 | $302,831 | +21.1% | 2,497 | +1.3% | 0.04% | +11.8% |
| Q3 2022 | $250,000 | -2.0% | 2,464 | -3.8% | 0.03% | 0.0% |
| Q2 2022 | $255,000 | -10.2% | 2,561 | -3.4% | 0.03% | 0.0% |
| Q1 2022 | $284,000 | +19.8% | 2,651 | -13.2% | 0.03% | +21.4% |
| Q4 2021 | $237,000 | -7.4% | 3,053 | -11.9% | 0.03% | -15.2% |
| Q3 2021 | $256,000 | -10.5% | 3,467 | -8.0% | 0.03% | -13.2% |
| Q2 2021 | $286,000 | +9.2% | 3,768 | -2.1% | 0.04% | -2.6% |
| Q1 2021 | $262,000 | +773.3% | 3,847 | +554.3% | 0.04% | +680.0% |
| Q4 2020 | $30,000 | +25.0% | 588 | +0.2% | 0.01% | +25.0% |
| Q3 2020 | $24,000 | -29.4% | 587 | -12.4% | 0.00% | -33.3% |
| Q2 2020 | $34,000 | +54.5% | 670 | +14.7% | 0.01% | +20.0% |
| Q1 2020 | $22,000 | -88.2% | 584 | -74.5% | 0.01% | -85.3% |
| Q4 2019 | $186,000 | -1.6% | 2,288 | -5.6% | 0.03% | -8.1% |
| Q3 2019 | $189,000 | +20.4% | 2,425 | +31.2% | 0.04% | +15.6% |
| Q2 2019 | $157,000 | -4.3% | 1,848 | +0.7% | 0.03% | -23.8% |
| Q1 2019 | $164,000 | +11.6% | 1,836 | -3.7% | 0.04% | +5.0% |
| Q4 2018 | $147,000 | -2.6% | 1,907 | +32.3% | 0.04% | 0.0% |
| Q3 2018 | $151,000 | +1.3% | 1,441 | +1.5% | 0.04% | -7.0% |
| Q2 2018 | $149,000 | +16.4% | 1,420 | 0.0% | 0.04% | +13.2% |
| Q1 2018 | $128,000 | -11.1% | 1,420 | +1.6% | 0.04% | -19.1% |
| Q4 2017 | $144,000 | +12.5% | 1,398 | +2.0% | 0.05% | +9.3% |
| Q3 2017 | $128,000 | +36.2% | 1,370 | +27.1% | 0.04% | +19.4% |
| Q2 2017 | $94,000 | +261.5% | 1,078 | +305.3% | 0.04% | +176.9% |
| Q1 2017 | $26,000 | -7.1% | 266 | 0.0% | 0.01% | -23.5% |
| Q4 2016 | $28,000 | +7.7% | 266 | 0.0% | 0.02% | +41.7% |
| Q3 2016 | $26,000 | +333.3% | 266 | +291.2% | 0.01% | +300.0% |
| Q2 2016 | $6,000 | – | 68 | – | 0.00% | – |
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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% |