VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,265,245 | +14.0% | 9,983 | +9.0% | 0.91% | +1.9% |
| Q4 2022 | $1,110,318 | -21.6% | 9,155 | -35.7% | 0.89% | -17.5% |
| Q2 2022 | $1,416,000 | -19.8% | 14,233 | -13.7% | 1.08% | -6.2% |
| Q1 2022 | $1,766,000 | +25.9% | 16,497 | -8.8% | 1.16% | +39.8% |
| Q4 2021 | $1,403,000 | +5.8% | 18,081 | +0.8% | 0.83% | -0.7% |
| Q3 2021 | $1,326,000 | -7.3% | 17,945 | -4.9% | 0.83% | +1.8% |
| Q2 2021 | $1,431,000 | +3.1% | 18,860 | -7.6% | 0.82% | 0.0% |
| Q1 2021 | $1,388,000 | +10.5% | 20,405 | -15.8% | 0.82% | +0.2% |
| Q4 2020 | $1,256,000 | – | 24,225 | – | 0.82% | – |
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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% |