VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,071 | +12.3% | 2,699 | 0.0% | 0.11% | +14.1% |
| Q2 2023 | $304,690 | -1.2% | 2,699 | 0.0% | 0.10% | -7.5% |
| Q1 2023 | $308,307 | -6.2% | 2,699 | -0.4% | 0.11% | -16.4% |
| Q4 2022 | $328,548 | +19.0% | 2,709 | -0.2% | 0.13% | +17.4% |
| Q3 2022 | $276,000 | +2.2% | 2,714 | 0.0% | 0.11% | +5.8% |
| Q2 2022 | $270,000 | -7.2% | 2,714 | 0.0% | 0.10% | +3.0% |
| Q1 2022 | $291,000 | – | 2,714 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 119,282 | $15,117,809 | 12.43% |
| Main Management ETF Advisors, LLC | 973,005 | $123,319 | 8.76% |
| Beacon Capital Management, Inc. | 1,761,010 | $223,190,407 | 8.27% |
| Boxwood Ventures, Inc. | 27,720 | $3,537 | 7.16% |
| RFG HOLDINGS, INC. | 72,674 | $9,210,778 | 5.20% |
| Polianta Ltd | 66,000 | $8,364 | 4.13% |
| CMH Wealth Management LLC | 110,925 | $14,154,381 | 3.96% |
| GoalFusion Wealth Management, LLC | 41,653 | $5,279,101 | 3.92% |
| Tranquilli Financial Advisor LLC | 42,755 | $5,418,769 | 3.91% |
| Main Management LLC | 283,281 | $35,903 | 3.64% |