VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,508,544 | +13.6% | 11,822 | +0.5% | 0.06% | +27.1% |
Q2 2023 | $1,327,740 | -3.7% | 11,761 | -2.6% | 0.05% | -4.0% |
Q1 2023 | $1,378,684 | -5.3% | 12,069 | +0.5% | 0.05% | -12.3% |
Q4 2022 | $1,456,397 | +19.5% | 12,009 | +1.3% | 0.06% | +5.6% |
Q3 2022 | $1,219,000 | +0.6% | 11,857 | -2.7% | 0.05% | +5.9% |
Q2 2022 | $1,212,000 | -4.0% | 12,187 | +3.3% | 0.05% | +15.9% |
Q1 2022 | $1,263,000 | +38.5% | 11,800 | +0.4% | 0.04% | +41.9% |
Q4 2021 | $912,000 | +5.2% | 11,749 | +1.4% | 0.03% | -3.1% |
Q3 2021 | $867,000 | +245.4% | 11,589 | +251.1% | 0.03% | +190.9% |
Q2 2021 | $251,000 | +12.1% | 3,301 | +0.2% | 0.01% | -8.3% |
Q1 2021 | $224,000 | +57.7% | 3,295 | +16.9% | 0.01% | +20.0% |
Q2 2020 | $142,000 | +79.7% | 2,819 | +189.7% | 0.01% | +100.0% |
Q4 2019 | $79,000 | +3.9% | 973 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $76,000 | +7.0% | 973 | +17.1% | 0.01% | 0.0% |
Q2 2019 | $71,000 | -18.4% | 831 | -14.6% | 0.01% | -16.7% |
Q1 2019 | $87,000 | – | 973 | – | 0.01% | – |
Download |
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% |