VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $390,238 | -35.0% | 3,059 | -32.9% | 0.07% | -39.1% |
| Q1 2024 | $600,426 | -28.2% | 4,559 | -36.0% | 0.12% | -35.0% |
| Q4 2023 | $835,855 | -21.0% | 7,127 | -14.6% | 0.18% | -26.9% |
| Q3 2023 | $1,058,026 | -17.3% | 8,348 | -26.3% | 0.24% | -15.4% |
| Q2 2023 | $1,278,705 | -11.7% | 11,327 | -10.6% | 0.29% | -15.9% |
| Q1 2023 | $1,447,523 | +0.4% | 12,672 | +2.4% | 0.34% | -32.5% |
| Q4 2022 | $1,441,433 | +23.5% | 12,376 | +7.8% | 0.50% | +9.8% |
| Q3 2022 | $1,167,000 | +3.9% | 11,485 | +2.9% | 0.46% | +20.5% |
| Q2 2022 | $1,123,000 | +44.0% | 11,159 | +53.1% | 0.38% | +62.8% |
| Q1 2022 | $780,000 | – | 7,287 | – | 0.23% | – |
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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% |