VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 561 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $126,106 | -3.1% | 989 | 0.0% | 0.07% | +4.4% |
| Q1 2024 | $130,189 | +12.7% | 989 | +0.4% | 0.07% | +7.9% |
| Q4 2023 | $115,513 | -35.9% | 985 | -30.7% | 0.06% | -41.1% |
| Q3 2023 | $180,148 | +13.3% | 1,421 | +0.9% | 0.11% | +13.8% |
| Q2 2023 | $159,046 | -29.6% | 1,409 | -28.7% | 0.09% | -32.4% |
| Q1 2023 | $225,887 | -5.0% | 1,977 | +0.9% | 0.14% | -10.9% |
| Q4 2022 | $237,717 | -16.5% | 1,960 | -30.0% | 0.16% | -23.2% |
| Q3 2022 | $284,594 | +2.1% | 2,802 | 0.0% | 0.20% | +4.1% |
| Q2 2022 | $278,683 | -6.2% | 2,802 | +1.0% | 0.20% | 0.0% |
| Q1 2022 | $297,036 | -96.8% | 2,775 | -97.7% | 0.20% | -96.8% |
| Q4 2021 | $9,357,991 | – | 120,577 | – | 6.11% | – |
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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% |