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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,649 | +12.3% | 4,755 | 0.0% | 0.41% | +9.1% |
| Q2 2023 | $536,792 | +5.5% | 4,755 | +6.7% | 0.38% | -6.9% |
| Q1 2023 | $509,009 | -3.8% | 4,456 | +2.1% | 0.40% | -14.4% |
| Q4 2022 | $529,387 | +25.7% | 4,365 | +5.4% | 0.47% | +20.8% |
| Q3 2022 | $421,000 | +3.7% | 4,141 | +1.4% | 0.39% | +7.1% |
| Q2 2022 | $406,000 | -8.4% | 4,084 | -1.2% | 0.36% | -7.4% |
| Q1 2022 | $443,000 | +57.7% | 4,135 | +14.1% | 0.39% | +60.4% |
| Q4 2021 | $281,000 | -13.3% | 3,625 | -17.3% | 0.24% | -18.9% |
| Q3 2021 | $324,000 | -4.4% | 4,385 | -1.7% | 0.30% | -7.6% |
| Q2 2021 | $339,000 | +1.2% | 4,462 | -9.5% | 0.33% | -7.6% |
| Q1 2021 | $335,000 | -23.3% | 4,928 | -41.6% | 0.35% | -17.5% |
| Q4 2020 | $437,000 | – | 8,445 | – | 0.43% | – |
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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% |