VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $235,239 | -3.1% | 1,844 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $242,855 | +19.8% | 1,844 | +6.7% | 0.01% | +9.1% |
| Q4 2023 | $202,667 | -7.5% | 1,728 | 0.0% | 0.01% | -21.4% |
| Q3 2023 | $219,007 | +7.3% | 1,728 | -4.4% | 0.01% | +7.7% |
| Q2 2023 | $204,105 | +3.4% | 1,808 | +4.6% | 0.01% | 0.0% |
| Q1 2023 | $197,389 | -38.8% | 1,728 | -35.1% | 0.01% | -40.9% |
| Q4 2022 | $322,726 | +21.8% | 2,661 | +2.2% | 0.02% | 0.0% |
| Q3 2022 | $265,000 | +71.0% | 2,604 | +66.6% | 0.02% | +57.1% |
| Q2 2022 | $155,000 | -28.2% | 1,563 | -22.4% | 0.01% | -22.2% |
| Q1 2022 | $216,000 | -44.0% | 2,014 | -59.5% | 0.02% | -48.6% |
| Q4 2021 | $386,000 | +4.9% | 4,974 | 0.0% | 0.04% | -5.4% |
| Q3 2021 | $368,000 | +16.1% | 4,974 | +19.2% | 0.04% | +5.7% |
| Q2 2021 | $317,000 | +272.9% | 4,174 | +235.5% | 0.04% | +191.7% |
| Q1 2021 | $85,000 | – | 1,244 | +41366.7% | 0.01% | – |
| Q2 2020 | $0 | – | 3 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 8,986 | $945,000 | 12.19% |
| Beacon Capital Management, Inc. | 1,758,658 | $184,853,000 | 7.56% |
| Allied Investment Advisors, LLC | 86,949 | $9,139,000 | 6.79% |
| Berkeley Capital Partners, LLC | 57,333 | $6,026,000 | 3.39% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,779 | $4,917,000 | 3.21% |
| WP Advisors, LLC | 31,483 | $3,309,000 | 3.08% |
| Regis Management CO LLC | 172,747 | $18,157,000 | 2.71% |
| Tillar-Wenstrup Advisors, LLC | 45,894 | $4,824,000 | 2.62% |
| Summit Equities Inc | 149,002 | $15,661,641,000 | 2.60% |
| Karp Capital Management Corp | 58,019 | $6,098,000 | 2.10% |