VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,491 | +11.8% | 2,150 | 0.0% | 0.09% | +17.7% |
| Q2 2023 | $243,789 | -0.7% | 2,150 | 0.0% | 0.08% | -10.2% |
| Q1 2023 | $245,595 | -5.8% | 2,150 | 0.0% | 0.09% | -9.3% |
| Q4 2022 | $260,752 | +9.1% | 2,150 | -8.5% | 0.10% | 0.0% |
| Q3 2022 | $239,000 | +2.1% | 2,350 | 0.0% | 0.10% | +6.6% |
| Q2 2022 | $234,000 | -8.9% | 2,350 | -2.1% | 0.09% | +8.3% |
| Q1 2022 | $257,000 | +23.0% | 2,400 | -12.7% | 0.08% | +21.7% |
| Q3 2021 | $209,000 | 0.0% | 2,750 | 0.0% | 0.07% | -8.0% |
| Q2 2021 | $209,000 | +11.8% | 2,750 | +0.3% | 0.08% | +13.6% |
| Q1 2021 | $187,000 | +31.7% | 2,743 | 0.0% | 0.07% | +22.2% |
| Q4 2020 | $142,000 | +29.1% | 2,743 | +0.1% | 0.05% | +10.2% |
| Q3 2020 | $110,000 | -20.3% | 2,739 | +0.1% | 0.05% | -23.4% |
| Q2 2020 | $138,000 | +13.1% | 2,735 | -14.5% | 0.06% | +1.6% |
| Q1 2020 | $122,000 | +90.6% | 3,198 | +307.4% | 0.06% | +133.3% |
| Q4 2019 | $64,000 | – | 785 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 137,121 | $14,677,000 | 14.11% |
| Juniper Hill Capital Management LP | 308,860 | $33,060,000 | 9.54% |
| Beacon Capital Management, Inc. | 2,427,672 | $259,858,000 | 8.30% |
| Main Management ETF Advisors, LLC | 803,600 | $86,017,000 | 7.99% |
| RFG HOLDINGS, INC. | 108,959 | $11,663,000 | 7.24% |
| M Financial Asset Management, Inc. | 14,505 | $1,553,000 | 6.43% |
| Arlington Capital Management, Inc. | 13,600 | $1,456,000 | 5.91% |
| Tranquilli Financial Advisor LLC | 76,933 | $8,235,000 | 5.86% |
| GoalFusion Wealth Management, LLC | 53,783 | $5,758,000 | 4.96% |
| Berkeley Capital Partners, LLC | 95,178 | $10,188,000 | 4.06% |