VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $178,250 | +87.8% | 1,406 | +67.2% | 0.02% | +90.0% |
| Q2 2023 | $94,906 | +6.9% | 841 | +8.2% | 0.01% | -9.1% |
| Q1 2023 | $88,785 | -22.8% | 777 | -18.0% | 0.01% | -35.3% |
| Q4 2022 | $114,973 | +33.7% | 948 | +12.5% | 0.02% | -15.0% |
| Q3 2022 | $86,000 | -23.9% | 843 | -26.0% | 0.02% | -31.0% |
| Q2 2022 | $113,000 | 0.0% | 1,139 | +7.9% | 0.03% | 0.0% |
| Q1 2022 | $113,000 | +8.7% | 1,056 | -21.2% | 0.03% | 0.0% |
| Q4 2021 | $104,000 | – | 1,340 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 208,791 | $26,811,000 | 25.00% |
| Beacon Capital Management, Inc. | 227,050 | $29,155,000 | 6.96% |
| Summit Equities Inc | 104,497 | $13,418,000 | 5.92% |
| Creative Planning | 1,584,650 | $203,485,000 | 3.06% |
| Regis Management CO LLC | 76,888 | $9,873,000 | 3.06% |
| Baker Ellis Asset Management LLC | 68,659 | $8,816,000 | 3.05% |
| CHARTIST INC /CA/ | 44,173 | $5,667,000 | 3.02% |
| RAND WEALTH, LLC | 78,663 | $10,101,000 | 1.75% |
| Asset Management Group, Inc. | 23,064 | $2,962,000 | 1.70% |
| Archford Capital Strategies, LLC | 11,929 | $1,531,808,000 | 1.28% |