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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,572 | +10.7% | 3,176 | -1.4% | 0.30% | +12.9% |
| Q2 2023 | $363,648 | +10.0% | 3,221 | +11.3% | 0.26% | -0.8% |
| Q1 2023 | $330,611 | -3.4% | 2,894 | +2.6% | 0.26% | -10.2% |
| Q4 2022 | $342,192 | +9.0% | 2,822 | +0.6% | 0.30% | -6.3% |
| Q3 2022 | $314,000 | +13.4% | 2,805 | +0.6% | 0.32% | +2.3% |
| Q2 2022 | $277,000 | -6.4% | 2,789 | +0.9% | 0.31% | +8.1% |
| Q1 2022 | $296,000 | -45.2% | 2,764 | -60.3% | 0.28% | -44.0% |
| Q4 2021 | $540,000 | – | 6,956 | – | 0.51% | – |
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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% |