VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 599 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $511,270 | -8.7% | 4,008 | -5.8% | 0.11% | -14.6% |
| Q1 2024 | $560,226 | -4.5% | 4,254 | -14.9% | 0.13% | -16.1% |
| Q4 2023 | $586,386 | -15.1% | 5,000 | -8.2% | 0.16% | -25.1% |
| Q3 2023 | $690,484 | +8.5% | 5,448 | -3.3% | 0.21% | +9.5% |
| Q2 2023 | $636,160 | -21.3% | 5,635 | -20.4% | 0.19% | -28.4% |
| Q1 2023 | $808,654 | -5.1% | 7,079 | +0.8% | 0.26% | -14.3% |
| Q4 2022 | $852,000 | – | 7,025 | – | 0.31% | – |
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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% |