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 | $329,322 | +14.6% | 2,598 | +2.0% | 0.03% | -6.1% |
| Q2 2023 | $287,452 | -3.9% | 2,546 | -2.8% | 0.03% | -8.3% |
| Q1 2023 | $299,037 | -3.3% | 2,618 | +2.6% | 0.04% | -12.2% |
| Q4 2022 | $309,383 | +19.9% | 2,551 | +0.4% | 0.04% | +5.1% |
| Q3 2022 | $258,000 | +6.6% | 2,540 | +4.4% | 0.04% | +8.3% |
| Q2 2022 | $242,000 | -17.4% | 2,434 | -11.0% | 0.04% | -5.3% |
| Q1 2022 | $293,000 | -9.0% | 2,734 | -34.1% | 0.04% | -11.6% |
| Q4 2021 | $322,000 | +5.2% | 4,150 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $306,000 | +0.3% | 4,150 | +3.1% | 0.04% | +18.9% |
| Q2 2021 | $305,000 | – | 4,025 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 133,341 | $13,263,000 | 13.91% |
| RFG HOLDINGS, INC. | 109,140 | $10,856,000 | 9.56% |
| Main Management ETF Advisors, LLC | 801,960 | $79,771,000 | 8.86% |
| M Financial Asset Management, Inc. | 13,906 | $1,383,000 | 5.81% |
| GoalFusion Wealth Management, LLC | 50,734 | $5,047,000 | 4.73% |
| FOREFRONT WEALTH MANAGEMENT INC. | 28,782 | $2,860,000 | 3.85% |
| Berkeley Capital Partners, LLC | 90,887 | $9,041,000 | 3.73% |
| Main Management LLC | 301,075 | $29,948,000 | 3.58% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 57,678 | $5,737,000 | 3.44% |
| Polianta Ltd | 38,000 | $3,779,000 | 3.23% |