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 | $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 ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 208,791 | $26,811,000 | 25.00% |
| Beacon Capital Management, Inc. | 227,050 | $29,155,000 | 6.96% |
| Summit Equities Inc | 104,497 | $13,418,000 | 5.92% |
| Creative Planning | 1,584,650 | $203,485,000 | 3.06% |
| Regis Management CO LLC | 76,888 | $9,873,000 | 3.06% |
| Baker Ellis Asset Management LLC | 68,659 | $8,816,000 | 3.05% |
| CHARTIST INC /CA/ | 44,173 | $5,667,000 | 3.02% |
| RAND WEALTH, LLC | 78,663 | $10,101,000 | 1.75% |
| Asset Management Group, Inc. | 23,064 | $2,962,000 | 1.70% |
| Archford Capital Strategies, LLC | 11,929 | $1,531,808,000 | 1.28% |