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 | $569,815 | +2.5% | 4,467 | +5.8% | 0.04% | -2.3% |
| Q1 2024 | $555,865 | +5.1% | 4,221 | -6.4% | 0.04% | +13.2% |
| Q4 2023 | $528,790 | +0.9% | 4,509 | +9.0% | 0.04% | -13.6% |
| Q3 2023 | $524,185 | +23.7% | 4,136 | +10.2% | 0.04% | +22.2% |
| Q2 2023 | $423,742 | -0.2% | 3,754 | +1.0% | 0.04% | -10.0% |
| Q1 2023 | $424,545 | +1.6% | 3,717 | +7.9% | 0.04% | -7.0% |
| Q4 2022 | $417,928 | -9.7% | 3,445 | -24.4% | 0.04% | +59.3% |
| Q3 2022 | $463,000 | -8.7% | 4,555 | -10.7% | 0.03% | -6.9% |
| Q2 2022 | $507,000 | -22.5% | 5,103 | -16.6% | 0.03% | -9.4% |
| Q1 2022 | $654,000 | +227.0% | 6,118 | +138.9% | 0.03% | +60.0% |
| Q4 2021 | $200,000 | -9.9% | 2,561 | -13.1% | 0.02% | -13.0% |
| Q2 2021 | $222,000 | -7.5% | 2,946 | -16.6% | 0.02% | -28.1% |
| Q1 2021 | $240,000 | +17.6% | 3,534 | +41.1% | 0.03% | +3.2% |
| Q4 2019 | $204,000 | 0.0% | 2,504 | -3.1% | 0.03% | -26.2% |
| Q3 2019 | $204,000 | -7.3% | 2,585 | 0.0% | 0.04% | +44.8% |
| Q2 2019 | $220,000 | -12.4% | 2,585 | -7.3% | 0.03% | -48.2% |
| Q1 2019 | $251,000 | +19.5% | 2,788 | +2.5% | 0.06% | 0.0% |
| Q4 2018 | $210,000 | – | 2,719 | – | 0.06% | – |
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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% |