Orion Portfolio Solutions, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,801,375
+21.6%
45,774
+8.3%
0.07%
+37.3%
Q2 2023$4,772,212
-17.7%
42,273
-16.7%
0.05%
-29.2%
Q1 2023$5,800,311
-14.0%
50,777
-8.6%
0.07%
-69.5%
Q4 2022$6,741,220
+16.2%
55,584
-2.6%
0.24%
+2.6%
Q3 2022$5,799,000
-6.0%
57,089
-7.9%
0.23%
-6.9%
Q2 2022$6,166,000
-14.3%
61,986
-7.7%
0.25%
-2.4%
Q1 2022$7,192,000
+35.1%
67,185
-2.1%
0.25%
+42.1%
Q4 2021$5,324,000
-5.2%
68,594
-9.7%
0.18%
-13.6%
Q3 2021$5,614,000
-5.7%
75,972
-3.2%
0.21%
-12.0%
Q2 2021$5,955,000
+4.5%
78,471
-6.4%
0.23%
-4.9%
Q1 2021$5,698,000
+19.7%
83,794
-8.7%
0.25%
+10.8%
Q4 2020$4,760,000
+28.2%
91,790
-0.3%
0.22%
+15.0%
Q3 2020$3,712,000
-30.0%
92,076
-12.6%
0.19%
-32.8%
Q2 2020$5,301,000
+59.3%
105,379
+21.0%
0.29%
+25.3%
Q1 2020$3,328,000
-47.3%
87,086
+12.3%
0.23%
-53.9%
Q4 2019$6,320,00077,5530.50%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,962$1,069,0008.16%
Allied Investment Advisors, LLC 102,389$9,152,0006.35%
Beacon Capital Management, Inc. 1,408,080$125,854,0005.73%
WELCH CAPITAL PARTNERS LLC/NY 103,650$9,264,0003.15%
Regis Management CO LLC 420,959$37,625,0002.96%
WP Advisors, LLC 29,658$26,509,0002.89%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 49,491$4,424,0002.77%
Summit Financial, LLC 148,591$13,281,028,0002.28%
STARR INTERNATIONAL CO INC 56,000$5,005,0002.00%
Private Harbour Investment Management & Counsel, LLC 18,704$1,672,0001.74%
View complete list of VANGUARD WORLD FDS shareholders