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 | $8,364 | -2.5% | 66,000 | -13.2% | 4.13% | +3.7% |
| Q2 2023 | $8,579 | +87.2% | 76,000 | +101.1% | 3.98% | +16.5% |
| Q4 2022 | $4,584 | -99.9% | 37,800 | -19.6% | 3.42% | -12.8% |
| Q3 2022 | $4,774,000 | +26.3% | 47,000 | +23.7% | 3.92% | +21.2% |
| Q2 2022 | $3,779,000 | -71.4% | 38,000 | -78.2% | 3.23% | -52.9% |
| Q2 2021 | $13,212,000 | +138.9% | 174,100 | +211.4% | 6.86% | +281.9% |
| Q4 2017 | $5,531,000 | -13.5% | 55,900 | -18.2% | 1.80% | -11.2% |
| Q3 2017 | $6,391,000 | +8.0% | 68,300 | +11.6% | 2.02% | -43.1% |
| Q1 2017 | $5,918,000 | – | 61,200 | – | 3.55% | – |
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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% |