VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 597 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $329,003 | -3.1% | 2,579 | 0.0% | 0.17% | -10.3% |
| Q1 2024 | $339,654 | +12.3% | 2,579 | 0.0% | 0.19% | -1.5% |
| Q4 2023 | $302,465 | -15.8% | 2,579 | -9.1% | 0.20% | -35.4% |
| Q3 2023 | $359,435 | +12.3% | 2,836 | 0.0% | 0.30% | +29.2% |
| Q2 2023 | $320,159 | -5.9% | 2,836 | -4.8% | 0.24% | -16.3% |
| Q1 2023 | $340,177 | -7.2% | 2,978 | -1.5% | 0.28% | -9.6% |
| Q4 2022 | $366,751 | +19.5% | 3,024 | 0.0% | 0.31% | +13.0% |
| Q3 2022 | $307,000 | +2.0% | 3,024 | -1.0% | 0.28% | +5.7% |
| Q2 2022 | $301,000 | -57.7% | 3,055 | -54.0% | 0.26% | -50.1% |
| Q1 2022 | $712,000 | +72.0% | 6,636 | +24.1% | 0.52% | +61.9% |
| Q4 2021 | $414,000 | – | 5,348 | – | 0.32% | – |
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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% |