VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 480 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $498,416 | -3.1% | 3,907 | 0.0% | 0.06% | -4.8% |
| Q1 2024 | $514,552 | +8.7% | 3,907 | -3.2% | 0.06% | 0.0% |
| Q4 2023 | $473,577 | -7.5% | 4,038 | 0.0% | 0.06% | -16.0% |
| Q3 2023 | $511,776 | +12.3% | 4,038 | 0.0% | 0.08% | +15.4% |
| Q2 2023 | $455,850 | -4.0% | 4,038 | -2.9% | 0.06% | -8.5% |
| Q1 2023 | $474,854 | -26.7% | 4,157 | -22.1% | 0.07% | -29.7% |
| Q4 2022 | $647,393 | +13.8% | 5,338 | -4.7% | 0.10% | +2.0% |
| Q3 2022 | $569,000 | +2.2% | 5,602 | 0.0% | 0.10% | +7.6% |
| Q2 2022 | $557,000 | +25.2% | 5,602 | +34.8% | 0.09% | +39.4% |
| Q1 2022 | $445,000 | +37.8% | 4,157 | 0.0% | 0.07% | +34.7% |
| Q4 2021 | $323,000 | +5.2% | 4,157 | 0.0% | 0.05% | +2.1% |
| Q3 2021 | $307,000 | +1.0% | 4,157 | +3.7% | 0.05% | +2.1% |
| Q2 2021 | $304,000 | +11.8% | 4,007 | 0.0% | 0.05% | +6.8% |
| Q1 2021 | $272,000 | +30.8% | 4,007 | +56.8% | 0.04% | +10.0% |
| Q4 2019 | $208,000 | – | 2,556 | – | 0.04% | – |
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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% |