VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $123,319 | +33.2% | 973,005 | +18.7% | 8.76% | +30.7% |
| Q2 2023 | $92,559 | +5.8% | 819,905 | +7.0% | 6.70% | -9.7% |
| Q1 2023 | $87,522 | -13.9% | 766,195 | -8.6% | 7.43% | -21.7% |
| Q4 2022 | $101,637 | -99.9% | 838,040 | +3.7% | 9.49% | +0.6% |
| Q3 2022 | $82,129,000 | +3.0% | 808,520 | +0.8% | 9.43% | +6.4% |
| Q2 2022 | $79,771,000 | -7.3% | 801,960 | -0.2% | 8.86% | +10.9% |
| Q1 2022 | $86,017,000 | +38.8% | 803,600 | +0.6% | 7.99% | +46.9% |
| Q4 2021 | $61,986,000 | +10.7% | 798,680 | +5.4% | 5.44% | -3.8% |
| Q3 2021 | $55,993,000 | +2.0% | 757,680 | +4.8% | 5.66% | -1.0% |
| Q2 2021 | $54,887,000 | +17.7% | 723,240 | +5.5% | 5.72% | +3.9% |
| Q1 2021 | $46,615,000 | – | 685,520 | – | 5.50% | – |
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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% |