VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $775,648 | +65.3% | 6,120 | +47.2% | 0.04% | -14.3% |
| Q2 2023 | $469,283 | -1.2% | 4,157 | 0.0% | 0.05% | -5.8% |
| Q1 2023 | $474,854 | -11.2% | 4,157 | -5.7% | 0.05% | -13.3% |
| Q4 2022 | $534,723 | +19.4% | 4,409 | 0.0% | 0.06% | +13.2% |
| Q3 2022 | $448,000 | +2.1% | 4,409 | 0.0% | 0.05% | +8.2% |
| Q2 2022 | $439,000 | -15.4% | 4,409 | -9.0% | 0.05% | -5.8% |
| Q1 2022 | $519,000 | +27.8% | 4,847 | -7.3% | 0.05% | +33.3% |
| Q4 2021 | $406,000 | -8.1% | 5,229 | -12.6% | 0.04% | -13.3% |
| Q3 2021 | $442,000 | -3.5% | 5,982 | -0.8% | 0.04% | -4.3% |
| Q2 2021 | $458,000 | +10.4% | 6,032 | -1.1% | 0.05% | +4.4% |
| Q1 2021 | $415,000 | +29.3% | 6,102 | -1.5% | 0.04% | +25.0% |
| Q4 2020 | $321,000 | -35.5% | 6,194 | +1.3% | 0.04% | -43.8% |
| Q4 2019 | $498,000 | -15.7% | 6,115 | -19.3% | 0.06% | -22.0% |
| Q3 2019 | $591,000 | -34.5% | 7,576 | -28.6% | 0.08% | -35.9% |
| Q2 2019 | $902,000 | -12.9% | 10,609 | -8.4% | 0.13% | -16.9% |
| Q1 2019 | $1,036,000 | +17.7% | 11,587 | +1.6% | 0.15% | +5.5% |
| Q4 2018 | $880,000 | – | 11,406 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 12,776 | $515,000 | 5.24% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 208,144 | $8,390,000 | 4.39% |
| Beacon Capital Management, Inc. | 2,093,145 | $84,375,000 | 4.04% |
| Keudell/Morrison Wealth Management | 88,095 | $3,551,000 | 2.28% |
| AJ WEALTH STRATEGIES, LLC | 539,400 | $21,743,000 | 2.21% |
| Praetorian Wealth Management, Inc. | 124,203 | $5,007,000 | 2.21% |
| Marotta Asset Management | 152,151 | $5,891,347,000 | 1.79% |
| Shilanski & Associates, Inc. | 58,496 | $2,358,000 | 1.60% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 93,161 | $3,755,000 | 1.53% |
| WP Advisors, LLC | 42,439 | $1,711,000 | 1.03% |