VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517,069 | +12.0% | 4,080 | -0.2% | 0.02% | +16.7% |
| Q2 2023 | $461,467 | +19.7% | 4,088 | +21.1% | 0.02% | +12.5% |
| Q1 2023 | $385,499 | -28.6% | 3,375 | -24.2% | 0.02% | -48.4% |
| Q4 2022 | $540,000 | +75.9% | 4,451 | +47.4% | 0.03% | +82.4% |
| Q3 2022 | $307,000 | -3.8% | 3,019 | -5.8% | 0.02% | +6.2% |
| Q2 2022 | $319,000 | -7.0% | 3,204 | +0.0% | 0.02% | 0.0% |
| Q1 2022 | $343,000 | +46.0% | 3,203 | +5.6% | 0.02% | +23.1% |
| Q4 2021 | $235,000 | – | 3,034 | – | 0.01% | – |
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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% |