VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $597,470 | -7.1% | 5,094 | +0.3% | 0.18% | -12.7% |
| Q3 2023 | $643,448 | +9.2% | 5,077 | -2.8% | 0.20% | +8.5% |
| Q2 2023 | $589,386 | -1.2% | 5,221 | 0.0% | 0.19% | -6.5% |
| Q1 2023 | $596,382 | -18.2% | 5,221 | -13.1% | 0.20% | -23.9% |
| Q4 2022 | $728,897 | +20.1% | 6,010 | +0.6% | 0.26% | +10.9% |
| Q3 2022 | $607,000 | +2.2% | 5,973 | 0.0% | 0.24% | +9.2% |
| Q2 2022 | $594,000 | -50.9% | 5,973 | -47.2% | 0.22% | -43.5% |
| Q1 2022 | $1,211,000 | +38.1% | 11,317 | +0.1% | 0.39% | +35.0% |
| Q4 2021 | $877,000 | +5.3% | 11,305 | +0.3% | 0.29% | -2.7% |
| Q3 2021 | $833,000 | -2.6% | 11,267 | 0.0% | 0.29% | -7.0% |
| Q2 2021 | $855,000 | +11.9% | 11,267 | +0.2% | 0.32% | +13.7% |
| Q1 2021 | $764,000 | +31.3% | 11,239 | +0.0% | 0.28% | +21.4% |
| Q4 2020 | $582,000 | +28.8% | 11,238 | +0.2% | 0.23% | +13.4% |
| Q3 2020 | $452,000 | -19.7% | 11,221 | +0.2% | 0.20% | -21.7% |
| Q2 2020 | $563,000 | +31.9% | 11,202 | +0.2% | 0.26% | +14.7% |
| Q1 2020 | $427,000 | – | 11,183 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 137,121 | $14,677,000 | 14.11% |
| Juniper Hill Capital Management LP | 308,860 | $33,060,000 | 9.54% |
| Beacon Capital Management, Inc. | 2,427,672 | $259,858,000 | 8.30% |
| Main Management ETF Advisors, LLC | 803,600 | $86,017,000 | 7.99% |
| RFG HOLDINGS, INC. | 108,959 | $11,663,000 | 7.24% |
| M Financial Asset Management, Inc. | 14,505 | $1,553,000 | 6.43% |
| Arlington Capital Management, Inc. | 13,600 | $1,456,000 | 5.91% |
| Tranquilli Financial Advisor LLC | 76,933 | $8,235,000 | 5.86% |
| GoalFusion Wealth Management, LLC | 53,783 | $5,758,000 | 4.96% |
| Berkeley Capital Partners, LLC | 95,178 | $10,188,000 | 4.06% |