VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,062 | +28.4% | 8,377 | +14.4% | 0.77% | +33.4% |
| Q2 2023 | $827 | +16.6% | 7,325 | +18.0% | 0.58% | +7.4% |
| Q1 2023 | $709 | -7.2% | 6,208 | -1.5% | 0.54% | -10.9% |
| Q4 2022 | $764 | -99.9% | 6,301 | +21.5% | 0.61% | +31.7% |
| Q3 2022 | $527,000 | +42.8% | 5,188 | +39.8% | 0.46% | +47.0% |
| Q2 2022 | $369,000 | +21.0% | 3,712 | +30.2% | 0.31% | +49.0% |
| Q1 2022 | $305,000 | – | 2,852 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 208,791 | $26,811,000 | 25.00% |
| Beacon Capital Management, Inc. | 227,050 | $29,155,000 | 6.96% |
| Summit Equities Inc | 104,497 | $13,418,000 | 5.92% |
| Creative Planning | 1,584,650 | $203,485,000 | 3.06% |
| Regis Management CO LLC | 76,888 | $9,873,000 | 3.06% |
| Baker Ellis Asset Management LLC | 68,659 | $8,816,000 | 3.05% |
| CHARTIST INC /CA/ | 44,173 | $5,667,000 | 3.02% |
| RAND WEALTH, LLC | 78,663 | $10,101,000 | 1.75% |
| Asset Management Group, Inc. | 23,064 | $2,962,000 | 1.70% |
| Archford Capital Strategies, LLC | 11,929 | $1,531,808,000 | 1.28% |