VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,092,731 | +4.7% | 16,512 | -6.7% | 0.22% | +2.3% |
Q2 2023 | $1,998,153 | -3.2% | 17,700 | -2.1% | 0.21% | -13.4% |
Q1 2023 | $2,065,050 | -6.5% | 18,078 | -0.8% | 0.25% | -12.1% |
Q4 2022 | $2,209,479 | +17.8% | 18,218 | -1.3% | 0.28% | -0.4% |
Q3 2022 | $1,876,000 | +2.0% | 18,464 | -0.1% | 0.28% | -1.1% |
Q2 2022 | $1,839,000 | -7.6% | 18,483 | -0.6% | 0.28% | -1.7% |
Q1 2022 | $1,990,000 | +25.8% | 18,592 | -8.8% | 0.29% | +29.0% |
Q4 2021 | $1,582,000 | +3.7% | 20,382 | -1.2% | 0.22% | -5.5% |
Q3 2021 | $1,525,000 | -1.5% | 20,631 | +1.1% | 0.24% | -2.5% |
Q2 2021 | $1,548,000 | +11.5% | 20,404 | -0.1% | 0.24% | +3.4% |
Q1 2021 | $1,388,000 | +30.6% | 20,419 | -0.4% | 0.24% | +19.3% |
Q4 2020 | $1,063,000 | +27.0% | 20,497 | -1.3% | 0.20% | +13.2% |
Q3 2020 | $837,000 | -19.8% | 20,762 | +0.2% | 0.17% | -22.7% |
Q2 2020 | $1,043,000 | +32.4% | 20,726 | +0.5% | 0.22% | +10.8% |
Q1 2020 | $788,000 | – | 20,627 | – | 0.20% | – |
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% |