VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 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% |