VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 561 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $919,525 | -4.9% | 7,208 | -1.8% | 0.30% | -5.4% |
| Q1 2024 | $967,073 | +11.0% | 7,343 | -1.2% | 0.31% | +5.1% |
| Q4 2023 | $871,508 | -9.8% | 7,431 | -2.5% | 0.30% | -24.6% |
| Q3 2023 | $965,759 | +7.3% | 7,620 | -4.4% | 0.39% | +11.9% |
| Q2 2023 | $899,733 | -9.7% | 7,970 | -8.6% | 0.35% | -10.4% |
| Q1 2023 | $996,543 | -6.0% | 8,724 | -0.1% | 0.39% | -18.3% |
| Q4 2022 | $1,059,623 | +14.7% | 8,737 | -3.9% | 0.48% | +7.8% |
| Q3 2022 | $924,000 | -5.9% | 9,093 | -7.9% | 0.45% | -4.1% |
| Q2 2022 | $982,000 | -15.9% | 9,872 | -2.6% | 0.46% | -10.2% |
| Q1 2022 | $1,167,000 | +41.8% | 10,132 | -4.5% | 0.52% | +56.0% |
| Q4 2021 | $823,000 | -7.4% | 10,606 | -11.9% | 0.33% | -6.5% |
| Q3 2021 | $889,000 | – | 12,035 | – | 0.36% | – |
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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% |