VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 561 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,322,257 | -3.1% | 10,365 | 0.0% | 0.10% | -4.6% |
| Q1 2024 | $1,365,064 | +12.8% | 10,365 | +0.4% | 0.11% | +4.9% |
| Q4 2023 | $1,210,689 | -8.7% | 10,323 | -1.4% | 0.10% | -15.6% |
| Q3 2023 | $1,326,364 | +3.3% | 10,465 | -8.0% | 0.12% | +13.0% |
| Q2 2023 | $1,283,493 | -1.2% | 11,369 | 0.0% | 0.11% | -5.3% |
| Q1 2023 | $1,298,728 | -11.3% | 11,369 | -1.9% | 0.11% | -10.2% |
| Q4 2022 | $1,464,597 | +25.1% | 11,589 | +0.5% | 0.13% | +5.0% |
| Q3 2022 | $1,171,000 | +2.1% | 11,532 | 0.0% | 0.12% | +8.0% |
| Q2 2022 | $1,147,000 | -6.2% | 11,532 | +0.9% | 0.11% | +5.7% |
| Q1 2022 | $1,223,000 | +23.3% | 11,429 | -10.6% | 0.11% | +26.2% |
| Q4 2021 | $992,000 | -10.1% | 12,782 | -14.5% | 0.08% | -16.0% |
| Q3 2021 | $1,104,000 | -2.6% | 14,946 | 0.0% | 0.10% | -4.8% |
| Q2 2021 | $1,134,000 | +15.4% | 14,946 | +3.3% | 0.10% | +8.2% |
| Q1 2021 | $983,000 | +32.1% | 14,463 | +0.8% | 0.10% | -13.4% |
| Q4 2020 | $744,000 | +12.2% | 14,355 | -12.8% | 0.11% | +41.8% |
| Q3 2020 | $663,000 | -99.9% | 16,462 | +3.0% | 0.08% | -22.5% |
| Q2 2020 | $803,862,000 | +178139.9% | 15,981 | +35.4% | 0.10% | +47.8% |
| Q1 2020 | $451,000 | -31.0% | 11,802 | +47.0% | 0.07% | -18.8% |
| Q4 2019 | $654,000 | +5.0% | 8,028 | +0.4% | 0.08% | -1.2% |
| Q3 2019 | $623,000 | -26.1% | 7,994 | -19.4% | 0.09% | -27.1% |
| Q2 2019 | $843,000 | -1.4% | 9,915 | +3.6% | 0.12% | -6.3% |
| Q1 2019 | $855,000 | – | 9,574 | – | 0.13% | – |
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% |