VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 561 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,054,181 | +11.5% | 8,263 | +15.1% | 0.01% | 0.0% |
| Q1 2024 | $945,214 | -11.8% | 7,177 | -21.5% | 0.01% | -20.0% |
| Q4 2023 | $1,072,211 | +27.5% | 9,142 | +37.8% | 0.02% | +7.1% |
| Q3 2023 | $840,802 | +13.3% | 6,634 | +0.9% | 0.01% | +16.7% |
| Q2 2023 | $742,107 | -1.3% | 6,574 | -0.1% | 0.01% | -7.7% |
| Q1 2023 | $751,830 | -28.1% | 6,582 | -23.7% | 0.01% | -31.6% |
| Q4 2022 | $1,045,706 | +34.4% | 8,622 | +12.6% | 0.02% | +11.8% |
| Q3 2022 | $778,000 | +2.6% | 7,654 | +0.5% | 0.02% | +6.2% |
| Q2 2022 | $758,000 | -8.0% | 7,617 | -1.1% | 0.02% | +6.7% |
| Q1 2022 | $824,000 | +43.3% | 7,702 | +4.0% | 0.02% | +25.0% |
| Q4 2021 | $575,000 | – | 7,405 | – | 0.01% | – |
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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% |