VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,593 | +12.3% | 4,723 | 0.0% | 0.18% | +16.5% |
| Q2 2023 | $533,180 | -1.2% | 4,723 | 0.0% | 0.16% | -10.7% |
| Q1 2023 | $539,508 | -16.6% | 4,723 | -11.4% | 0.18% | -24.4% |
| Q4 2022 | $646,786 | +19.3% | 5,333 | 0.0% | 0.23% | +7.3% |
| Q3 2022 | $542,000 | +2.3% | 5,333 | 0.0% | 0.22% | +4.3% |
| Q2 2022 | $530,000 | +6.4% | 5,333 | +14.7% | 0.21% | +33.1% |
| Q1 2022 | $498,000 | +38.0% | 4,649 | 0.0% | 0.16% | +28.7% |
| Q4 2021 | $361,000 | +4.9% | 4,649 | 0.0% | 0.12% | -26.1% |
| Q3 2021 | $344,000 | -2.5% | 4,649 | 0.0% | 0.16% | +19.6% |
| Q2 2021 | $353,000 | +11.7% | 4,649 | 0.0% | 0.14% | +3.0% |
| Q1 2021 | $316,000 | +31.1% | 4,649 | 0.0% | 0.13% | +20.7% |
| Q4 2020 | $241,000 | – | 4,649 | – | 0.11% | – |
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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% |