VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 550 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,211,613 | +9.0% | 17,450 | -2.9% | 1.32% | +11.7% |
| Q2 2023 | $2,028,633 | -5.8% | 17,970 | -4.7% | 1.18% | -11.6% |
| Q1 2023 | $2,153,236 | -43.5% | 18,850 | -40.0% | 1.33% | -48.8% |
| Q4 2022 | $3,808,798 | +14.1% | 31,405 | -4.5% | 2.60% | +13.1% |
| Q3 2022 | $3,339,000 | +63.0% | 32,870 | +59.6% | 2.30% | +57.6% |
| Q2 2022 | $2,049,000 | +3.4% | 20,600 | +11.3% | 1.46% | +16.0% |
| Q1 2022 | $1,982,000 | – | 18,515 | – | 1.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 11,962 | $1,069,000 | 8.16% |
| Allied Investment Advisors, LLC | 102,389 | $9,152,000 | 6.35% |
| Beacon Capital Management, Inc. | 1,408,080 | $125,854,000 | 5.73% |
| WELCH CAPITAL PARTNERS LLC/NY | 103,650 | $9,264,000 | 3.15% |
| Regis Management CO LLC | 420,959 | $37,625,000 | 2.96% |
| WP Advisors, LLC | 29,658 | $26,509,000 | 2.89% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 49,491 | $4,424,000 | 2.77% |
| Summit Financial, LLC | 148,591 | $13,281,028,000 | 2.28% |
| STARR INTERNATIONAL CO INC | 56,000 | $5,005,000 | 2.00% |
| Private Harbour Investment Management & Counsel, LLC | 18,704 | $1,672,000 | 1.74% |