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 | $319,669 | +10.7% | 2,571 | +0.9% | 0.03% | +3.2% |
| Q2 2023 | $288,901 | -3.8% | 2,548 | +0.2% | 0.03% | -22.5% |
| Q1 2023 | $300,409 | +8.0% | 2,544 | +10.4% | 0.04% | -4.8% |
| Q4 2022 | $278,057 | +26.4% | 2,305 | +6.2% | 0.04% | -4.5% |
| Q3 2022 | $220,000 | +1.9% | 2,170 | 0.0% | 0.04% | -6.4% |
| Q2 2022 | $216,000 | -12.2% | 2,170 | -4.4% | 0.05% | -14.5% |
| Q1 2022 | $246,000 | – | 2,271 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 11,962 | $1,069,000 | 8.16% |
| Allied Investment Advisors, LLC | 102,389 | $9,152,000 | 6.35% |
| Beacon Capital Management, Inc. | 1,408,080 | $125,854,000 | 5.73% |
| WELCH CAPITAL PARTNERS LLC/NY | 103,650 | $9,264,000 | 3.15% |
| Regis Management CO LLC | 420,959 | $37,625,000 | 2.96% |
| WP Advisors, LLC | 29,658 | $26,509,000 | 2.89% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 49,491 | $4,424,000 | 2.77% |
| Summit Financial, LLC | 148,591 | $13,281,028,000 | 2.28% |
| STARR INTERNATIONAL CO INC | 56,000 | $5,005,000 | 2.00% |
| Private Harbour Investment Management & Counsel, LLC | 18,704 | $1,672,000 | 1.74% |