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 | $530,202 | +66.9% | 4,183 | +48.6% | 0.02% | +66.7% |
| Q2 2023 | $317,730 | -4.6% | 2,815 | -3.4% | 0.01% | -7.7% |
| Q1 2023 | $332,924 | +209286.2% | 2,915 | +122.7% | 0.01% | +44.4% |
| Q4 2022 | $159 | -99.9% | 1,309 | -32.0% | 0.01% | -25.0% |
| Q3 2022 | $195,000 | -91.5% | 1,924 | -91.7% | 0.01% | -87.4% |
| Q2 2022 | $2,306,000 | +503.7% | 23,181 | +557.4% | 0.10% | +850.0% |
| Q1 2022 | $382,000 | +16.1% | 3,526 | -16.9% | 0.01% | +42.9% |
| Q4 2021 | $329,000 | -55.7% | 4,242 | -57.8% | 0.01% | -65.0% |
| Q3 2021 | $743,000 | +2.3% | 10,055 | +4.6% | 0.02% | 0.0% |
| Q2 2021 | $726,000 | +179.2% | 9,613 | +153.4% | 0.02% | +185.7% |
| Q1 2021 | $260,000 | – | 3,793 | – | 0.01% | – |
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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% |