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 | $514,904 | -1.6% | 4,036 | +1.6% | 0.21% | -1.9% |
| Q1 2024 | $523,014 | +12.3% | 3,971 | 0.0% | 0.21% | -1.4% |
| Q4 2023 | $465,748 | -4.5% | 3,971 | +3.2% | 0.22% | -15.6% |
| Q3 2023 | $487,854 | +11.8% | 3,849 | -0.4% | 0.26% | +15.8% |
| Q2 2023 | $436,348 | -5.5% | 3,865 | -4.4% | 0.22% | -9.4% |
| Q1 2023 | $461,748 | -5.7% | 4,042 | +0.1% | 0.24% | -12.9% |
| Q4 2022 | $489,761 | +16.9% | 4,038 | -2.0% | 0.28% | +8.5% |
| Q3 2022 | $419,000 | -1.2% | 4,121 | -3.4% | 0.26% | +0.8% |
| Q2 2022 | $424,000 | -10.2% | 4,265 | -3.4% | 0.26% | -1.2% |
| Q1 2022 | $472,000 | +33.0% | 4,413 | -3.5% | 0.26% | +34.2% |
| Q4 2021 | $355,000 | -3.8% | 4,575 | -8.3% | 0.19% | -10.6% |
| Q3 2021 | $369,000 | -1.6% | 4,989 | +0.8% | 0.22% | -2.3% |
| Q2 2021 | $375,000 | +11.6% | 4,947 | +0.3% | 0.22% | +5.7% |
| Q1 2021 | $336,000 | +31.2% | 4,934 | 0.0% | 0.21% | +21.5% |
| Q4 2020 | $256,000 | +27.4% | 4,934 | -1.1% | 0.17% | +12.4% |
| Q3 2020 | $201,000 | -42.4% | 4,987 | +50.1% | 0.15% | -50.3% |
| Q3 2018 | $349,000 | 0.0% | 3,322 | 0.0% | 0.31% | -9.7% |
| Q2 2018 | $349,000 | +17.1% | 3,322 | +3.1% | 0.34% | +9.3% |
| Q1 2018 | $298,000 | -6.0% | 3,222 | +0.5% | 0.31% | -5.7% |
| Q4 2017 | $317,000 | – | 3,207 | – | 0.33% | – |
Download | ||||||
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% |