VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 424 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $360,242 | -3.1% | 2,824 | 0.0% | 0.18% | -5.4% |
| Q1 2024 | $371,904 | +0.2% | 2,824 | -10.8% | 0.19% | -7.5% |
| Q4 2023 | $371,294 | -11.8% | 3,166 | -4.7% | 0.20% | -19.9% |
| Q3 2023 | $421,015 | +12.3% | 3,322 | 0.0% | 0.25% | +12.6% |
| Q2 2023 | $375,007 | -6.4% | 3,322 | -5.2% | 0.22% | -11.5% |
| Q1 2023 | $400,476 | -7.8% | 3,506 | -2.1% | 0.25% | -11.6% |
| Q4 2022 | $434,289 | +15.2% | 3,581 | -3.6% | 0.28% | +6.7% |
| Q3 2022 | $377,000 | -1.8% | 3,715 | -3.9% | 0.27% | +6.0% |
| Q2 2022 | $384,000 | +31.5% | 3,865 | +2.7% | 0.25% | +57.5% |
| Q4 2021 | $292,000 | -29.5% | 3,765 | -2.6% | 0.16% | -33.1% |
| Q1 2021 | $414,000 | – | 3,865 | – | 0.24% | – |
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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% |