Kathleen S. Wright Associates Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$82,283
-3.1%
6450.0%0.04%
-5.0%
Q1 2024$84,947
+12.3%
6450.0%0.04%
+5.3%
Q4 2023$75,646
-7.5%
6450.0%0.04%
-17.4%
Q3 2023$81,747
+12.3%
6450.0%0.05%0.0%
Q2 2023$72,814
-1.2%
6450.0%0.05%
-4.2%
Q1 2023$73,678
-5.5%
6450.0%0.05%
-9.4%
Q4 2022$78,000
+18.2%
6450.0%0.05%
-1.9%
Q3 2022$66,000
+3.1%
6450.0%0.05%0.0%
Q2 2022$64,000
-7.2%
6450.0%0.05%
+8.0%
Q1 2022$69,000
+38.0%
6450.0%0.05%
+35.1%
Q4 2021$50,0006450.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 8,986$945,00012.19%
Beacon Capital Management, Inc. 1,758,658$184,853,0007.56%
Allied Investment Advisors, LLC 86,949$9,139,0006.79%
Berkeley Capital Partners, LLC 57,333$6,026,0003.39%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,779$4,917,0003.21%
WP Advisors, LLC 31,483$3,309,0003.08%
Regis Management CO LLC 172,747$18,157,0002.71%
Tillar-Wenstrup Advisors, LLC 45,894$4,824,0002.62%
Summit Equities Inc 149,002$15,661,641,0002.60%
Karp Capital Management Corp 58,019$6,098,0002.10%
View complete list of VANGUARD WORLD FDS shareholders