VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 602 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,144,122 | -2.9% | 16,342 | +1.1% | 2.94% | -4.1% |
| Q1 2024 | $2,208,107 | +0.2% | 16,159 | -13.1% | 3.06% | +17.1% |
| Q4 2023 | $2,203,205 | -5.2% | 18,590 | +2.1% | 2.62% | -16.4% |
| Q3 2023 | $2,323,628 | +23.5% | 18,209 | +10.2% | 3.13% | +56.2% |
| Q2 2023 | $1,881,643 | +5.3% | 16,527 | +5.7% | 2.00% | +4.3% |
| Q1 2023 | $1,786,825 | -8.3% | 15,642 | +0.1% | 1.92% | -10.8% |
| Q4 2022 | $1,949,354 | -1.2% | 15,625 | -16.9% | 2.15% | -7.4% |
| Q3 2022 | $1,973,000 | -2.9% | 18,807 | -7.9% | 2.32% | +2.4% |
| Q2 2022 | $2,032,000 | -12.4% | 20,431 | -5.7% | 2.27% | -2.2% |
| Q1 2022 | $2,319,000 | +30.5% | 21,664 | -1.4% | 2.32% | +34.7% |
| Q4 2021 | $1,777,000 | – | 21,975 | – | 1.72% | – |
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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% |