VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $270,936 | -1.2% | 2,400 | 0.0% | 0.14% | -7.4% |
| Q1 2023 | $274,152 | +94110.3% | 2,400 | 0.0% | 0.15% | -8.0% |
| Q4 2022 | $291 | -99.9% | 2,400 | 0.0% | 0.16% | +8.7% |
| Q3 2022 | $244,000 | +2.1% | 2,400 | 0.0% | 0.15% | +8.0% |
| Q2 2022 | $239,000 | -7.0% | 2,400 | 0.0% | 0.14% | +7.0% |
| Q1 2022 | $257,000 | +38.2% | 2,400 | 0.0% | 0.13% | +37.2% |
| Q4 2021 | $186,000 | +5.1% | 2,400 | 0.0% | 0.09% | -3.1% |
| Q3 2021 | $177,000 | -2.7% | 2,400 | 0.0% | 0.10% | +2.1% |
| Q2 2021 | $182,000 | +11.7% | 2,400 | 0.0% | 0.10% | +5.6% |
| Q1 2021 | $163,000 | +31.5% | 2,400 | 0.0% | 0.09% | +23.3% |
| Q4 2020 | $124,000 | +27.8% | 2,400 | 0.0% | 0.07% | +10.6% |
| Q3 2020 | $97,000 | +61.7% | 2,400 | +100.0% | 0.07% | +50.0% |
| Q2 2020 | $60,000 | – | 1,200 | – | 0.04% | – |
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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% |