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 | $502,524 | +12.3% | 3,965 | 0.0% | 0.28% | +10.0% |
| Q2 2023 | $447,609 | -1.2% | 3,965 | 0.0% | 0.26% | -11.0% |
| Q1 2023 | $452,922 | -5.8% | 3,965 | 0.0% | 0.29% | -7.9% |
| Q4 2022 | $480,875 | +19.3% | 3,965 | 0.0% | 0.32% | +4.6% |
| Q3 2022 | $403,000 | +2.3% | 3,965 | 0.0% | 0.30% | +6.0% |
| Q2 2022 | $394,000 | -7.1% | 3,965 | 0.0% | 0.28% | +7.1% |
| Q1 2022 | $424,000 | +37.7% | 3,965 | 0.0% | 0.27% | +42.2% |
| Q4 2021 | $308,000 | +4.4% | 3,965 | 0.0% | 0.19% | -3.6% |
| Q3 2021 | $295,000 | -2.0% | 3,965 | 0.0% | 0.19% | -2.0% |
| Q2 2021 | $301,000 | +11.5% | 3,965 | 0.0% | 0.20% | 0.0% |
| Q1 2021 | $270,000 | +31.1% | 3,965 | 0.0% | 0.20% | +29.4% |
| Q4 2020 | $206,000 | +28.8% | 3,965 | 0.0% | 0.15% | +15.0% |
| Q3 2020 | $160,000 | -19.6% | 3,965 | 0.0% | 0.13% | -25.7% |
| Q2 2020 | $199,000 | – | 3,965 | – | 0.18% | – |
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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% |