VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $5,106,228 | -3.3% | 43,539 | +4.5% | 3.48% | -11.3% |
Q3 2023 | $5,279,101 | +7.4% | 41,653 | -4.3% | 3.92% | +8.4% |
Q2 2023 | $4,914,666 | +2.1% | 43,535 | +3.3% | 3.62% | -4.3% |
Q1 2023 | $4,813,424 | -25.5% | 42,138 | -18.5% | 3.78% | -27.4% |
Q4 2022 | $6,460,167 | +19.9% | 51,731 | -2.5% | 5.21% | +2.2% |
Q3 2022 | $5,389,000 | +6.8% | 53,054 | +4.6% | 5.10% | +7.8% |
Q2 2022 | $5,047,000 | -12.3% | 50,734 | -5.7% | 4.73% | -4.7% |
Q1 2022 | $5,758,000 | +28.4% | 53,783 | -18.4% | 4.96% | +12.6% |
Q4 2021 | $4,483,000 | – | 65,881 | – | 4.41% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TrueWealth Financial Partners | 119,282 | $15,117,809 | 12.43% |
Main Management ETF Advisors, LLC | 973,005 | $123,319 | 8.76% |
Beacon Capital Management, Inc. | 1,761,010 | $223,190,407 | 8.27% |
Boxwood Ventures, Inc. | 27,720 | $3,537 | 7.16% |
RFG HOLDINGS, INC. | 72,674 | $9,210,778 | 5.20% |
Polianta Ltd | 66,000 | $8,364 | 4.13% |
CMH Wealth Management LLC | 110,925 | $14,154,381 | 3.96% |
GoalFusion Wealth Management, LLC | 41,653 | $5,279,101 | 3.92% |
Tranquilli Financial Advisor LLC | 42,755 | $5,418,769 | 3.91% |
Main Management LLC | 283,281 | $35,903 | 3.64% |