VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,047,393 | +13.7% | 8,264 | +1.2% | 0.40% | +17.9% |
| Q2 2023 | $921,383 | -1.2% | 8,162 | 0.0% | 0.34% | -4.5% |
| Q1 2023 | $932,320 | -8.4% | 8,162 | -2.7% | 0.36% | -14.8% |
| Q4 2022 | $1,017,567 | +66.8% | 8,390 | +36.9% | 0.42% | +41.7% |
| Q3 2022 | $610,000 | 0.0% | 6,129 | 0.0% | 0.30% | +16.6% |
| Q2 2022 | $610,000 | +8.9% | 6,129 | +17.2% | 0.25% | +24.0% |
| Q1 2022 | $560,000 | +199.5% | 5,228 | +117.5% | 0.20% | +179.5% |
| Q4 2021 | $187,000 | +450.0% | 2,404 | +429.5% | 0.07% | +386.7% |
| Q2 2021 | $34,000 | +17.2% | 454 | -40.7% | 0.02% | -34.8% |
| Q1 2020 | $29,000 | -52.5% | 765 | +1.7% | 0.02% | -41.0% |
| Q4 2019 | $61,000 | – | 752 | – | 0.04% | – |
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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% |