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 | 133,341 | $13,263,000 | 13.91% |
| RFG HOLDINGS, INC. | 109,140 | $10,856,000 | 9.56% |
| Main Management ETF Advisors, LLC | 801,960 | $79,771,000 | 8.86% |
| M Financial Asset Management, Inc. | 13,906 | $1,383,000 | 5.81% |
| GoalFusion Wealth Management, LLC | 50,734 | $5,047,000 | 4.73% |
| FOREFRONT WEALTH MANAGEMENT INC. | 28,782 | $2,860,000 | 3.85% |
| Berkeley Capital Partners, LLC | 90,887 | $9,041,000 | 3.73% |
| Main Management LLC | 301,075 | $29,948,000 | 3.58% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 57,678 | $5,737,000 | 3.44% |
| Polianta Ltd | 38,000 | $3,779,000 | 3.23% |