VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 561 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $821,251 | +16.2% | 6,236 | +0.6% | 0.16% | +3.2% |
| Q4 2023 | $706,513 | -8.8% | 6,196 | +1.4% | 0.16% | -22.3% |
| Q3 2023 | $774,799 | +8.3% | 6,113 | -3.6% | 0.20% | +18.8% |
| Q2 2023 | $715,469 | +0.7% | 6,338 | +1.8% | 0.17% | -7.1% |
| Q1 2023 | $710,826 | -2.0% | 6,223 | +4.0% | 0.18% | -10.3% |
| Q4 2022 | $725,341 | +11.9% | 5,981 | -6.3% | 0.20% | -1.9% |
| Q3 2022 | $648,048 | +5.9% | 6,380 | +3.7% | 0.21% | +8.3% |
| Q2 2022 | $612,000 | +8.3% | 6,154 | +16.7% | 0.19% | +30.6% |
| Q1 2022 | $565,000 | +47.9% | 5,275 | +7.2% | 0.15% | +50.0% |
| Q4 2021 | $382,000 | +45.2% | 4,919 | +38.0% | 0.10% | +24.1% |
| Q3 2021 | $263,000 | +22.9% | 3,564 | +26.2% | 0.08% | +27.4% |
| Q2 2021 | $214,000 | -4.9% | 2,824 | -14.7% | 0.06% | -20.5% |
| Q1 2021 | $225,000 | +10.3% | 3,311 | +38.1% | 0.08% | -17.0% |
| Q2 2019 | $204,000 | +1.0% | 2,397 | +6.0% | 0.09% | -4.1% |
| Q1 2019 | $202,000 | – | 2,262 | – | 0.10% | – |
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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% |