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 | $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 ↓ |
---|---|---|---|
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% |