VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 561 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,067,123 | -3.1% | 8,365 | 0.0% | 0.44% | -2.4% |
| Q1 2024 | $1,101,671 | +98.4% | 8,365 | +76.7% | 0.46% | +81.3% |
| Q4 2023 | $555,321 | -7.5% | 4,735 | 0.0% | 0.25% | -19.3% |
| Q3 2023 | $600,114 | +12.3% | 4,735 | 0.0% | 0.31% | +14.8% |
| Q2 2023 | $534,534 | -1.2% | 4,735 | 0.0% | 0.27% | -10.3% |
| Q1 2023 | $540,879 | -5.8% | 4,735 | 0.0% | 0.30% | -19.0% |
| Q4 2022 | $574,261 | +19.4% | 4,735 | 0.0% | 0.37% | +5.7% |
| Q3 2022 | $481,000 | +2.1% | 4,735 | 0.0% | 0.35% | -12.2% |
| Q2 2022 | $471,000 | -7.1% | 4,735 | 0.0% | 0.40% | -6.5% |
| Q1 2022 | $507,000 | +27.1% | 4,735 | -8.0% | 0.43% | +15.9% |
| Q4 2021 | $399,000 | -59.7% | 5,145 | -61.6% | 0.37% | -61.9% |
| Q3 2021 | $990,000 | -3.1% | 13,395 | -0.6% | 0.97% | -7.7% |
| Q2 2021 | $1,022,000 | +13.3% | 13,470 | +1.5% | 1.06% | -6.6% |
| Q1 2021 | $902,000 | +32.1% | 13,270 | +0.8% | 1.13% | +23.9% |
| Q4 2020 | $683,000 | +51.8% | 13,170 | +17.9% | 0.91% | +34.5% |
| Q3 2020 | $450,000 | -16.2% | 11,170 | +4.7% | 0.68% | -22.3% |
| Q2 2020 | $537,000 | +34.6% | 10,670 | +2.1% | 0.87% | +16.6% |
| Q1 2020 | $399,000 | -53.9% | 10,450 | -1.5% | 0.75% | -32.4% |
| Q4 2019 | $865,000 | – | 10,610 | – | 1.11% | – |
Download | ||||||
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% |