VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $373,756 | +23.2% | 2,949 | +9.8% | 0.01% | +14.3% |
| Q2 2023 | $303,335 | -10.6% | 2,687 | -9.6% | 0.01% | -12.5% |
| Q1 2023 | $339,353 | -9.9% | 2,971 | -1.5% | 0.01% | -20.0% |
| Q4 2022 | $376,763 | -19.8% | 3,017 | -34.8% | 0.01% | -44.4% |
| Q3 2022 | $470,000 | -15.0% | 4,627 | -16.8% | 0.02% | -5.3% |
| Q2 2022 | $553,000 | +10.6% | 5,559 | +19.0% | 0.02% | -5.0% |
| Q1 2022 | $500,000 | +47.5% | 4,671 | +6.9% | 0.02% | +42.9% |
| Q4 2021 | $339,000 | +5.3% | 4,368 | +0.3% | 0.01% | -6.7% |
| Q3 2021 | $322,000 | -2.7% | 4,357 | -0.1% | 0.02% | 0.0% |
| Q2 2021 | $331,000 | -3.8% | 4,362 | -13.8% | 0.02% | -16.7% |
| Q1 2021 | $344,000 | -5.5% | 5,059 | +46.2% | 0.02% | -51.4% |
| Q3 2018 | $364,000 | – | 3,461 | – | 0.04% | – |
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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% |