VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 424 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $561,563 | -8.2% | 4,402 | -5.3% | 0.32% | -1.9% |
| Q1 2024 | $611,878 | -2.1% | 4,646 | -12.8% | 0.32% | -13.9% |
| Q4 2023 | $625,220 | +3.7% | 5,331 | +12.1% | 0.37% | -8.6% |
| 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. | 8,986 | $945,000 | 12.19% |
| Beacon Capital Management, Inc. | 1,758,658 | $184,853,000 | 7.56% |
| Allied Investment Advisors, LLC | 86,949 | $9,139,000 | 6.79% |
| Berkeley Capital Partners, LLC | 57,333 | $6,026,000 | 3.39% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,779 | $4,917,000 | 3.21% |
| WP Advisors, LLC | 31,483 | $3,309,000 | 3.08% |
| Regis Management CO LLC | 172,747 | $18,157,000 | 2.71% |
| Tillar-Wenstrup Advisors, LLC | 45,894 | $4,824,000 | 2.62% |
| Summit Equities Inc | 149,002 | $15,661,641,000 | 2.60% |
| Karp Capital Management Corp | 58,019 | $6,098,000 | 2.10% |