VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 285 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $378,113 | +12.3% | 2,983 | 0.0% | 0.07% | +12.9% |
| Q2 2023 | $336,793 | -1.2% | 2,983 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $340,791 | -5.8% | 2,983 | 0.0% | 0.06% | -15.3% |
| Q4 2022 | $361,824 | +19.4% | 2,983 | 0.0% | 0.07% | +4.3% |
| Q3 2022 | $303,000 | +7475.0% | 2,983 | +4790.2% | 0.07% | +6800.0% |
| Q1 2021 | $4,000 | -87.9% | 61 | -90.8% | 0.00% | -90.9% |
| Q2 2020 | $33,000 | +1550.0% | 661 | +1402.3% | 0.01% | +1000.0% |
| Q1 2020 | $2,000 | -33.3% | 44 | +18.9% | 0.00% | 0.0% |
| Q4 2019 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $3,000 | -66.7% | 37 | -64.4% | 0.00% | -66.7% |
| Q2 2019 | $9,000 | +200.0% | 104 | +181.1% | 0.00% | +200.0% |
| Q1 2019 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | -50.0% |
| Q4 2018 | $3,000 | -90.0% | 37 | -87.2% | 0.00% | -85.7% |
| Q3 2018 | $30,000 | -14.3% | 289 | -12.2% | 0.01% | -26.3% |
| Q2 2018 | $35,000 | +1066.7% | 329 | +789.2% | 0.02% | +850.0% |
| Q1 2018 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | – | 37 | – | 0.00% | – |
Download | ||||||
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% |