VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,705,540 | -22.5% | 13,457 | -25.8% | 0.74% | -29.9% |
| Q4 2022 | $2,199,849 | -15.1% | 18,139 | -25.0% | 1.06% | -0.3% |
| Q1 2022 | $2,590,000 | +26.7% | 24,194 | -12.2% | 1.06% | +1.8% |
| Q3 2021 | $2,044,000 | +5.1% | 27,547 | +7.5% | 1.04% | -2.2% |
| Q2 2021 | $1,945,000 | +33.3% | 25,628 | +19.4% | 1.07% | +2.0% |
| Q1 2021 | $1,459,000 | +16.8% | 21,460 | -10.9% | 1.05% | -2.1% |
| Q4 2020 | $1,249,000 | – | 24,091 | – | 1.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 208,791 | $26,811,000 | 25.00% |
| Beacon Capital Management, Inc. | 227,050 | $29,155,000 | 6.96% |
| Summit Equities Inc | 104,497 | $13,418,000 | 5.92% |
| Creative Planning | 1,584,650 | $203,485,000 | 3.06% |
| Regis Management CO LLC | 76,888 | $9,873,000 | 3.06% |
| Baker Ellis Asset Management LLC | 68,659 | $8,816,000 | 3.05% |
| CHARTIST INC /CA/ | 44,173 | $5,667,000 | 3.02% |
| RAND WEALTH, LLC | 78,663 | $10,101,000 | 1.75% |
| Asset Management Group, Inc. | 23,064 | $2,962,000 | 1.70% |
| Archford Capital Strategies, LLC | 11,929 | $1,531,808,000 | 1.28% |