VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 285 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,801,609 | +68.0% | 14,215 | +49.6% | 0.24% | +78.5% |
| Q2 2023 | $1,072,568 | +35.4% | 9,501 | +37.0% | 0.14% | +27.4% |
| Q1 2023 | $792,185 | -9.1% | 6,935 | -3.5% | 0.11% | -14.5% |
| Q4 2022 | $871,397 | -81.8% | 7,185 | -92.2% | 0.12% | -92.0% |
| Q4 2020 | $4,775,000 | +27.2% | 92,073 | -1.2% | 1.56% | +2.0% |
| Q3 2020 | $3,755,000 | -19.9% | 93,161 | 0.0% | 1.53% | -27.3% |
| Q2 2020 | $4,686,000 | +8.0% | 93,161 | -17.9% | 2.10% | -25.7% |
| Q1 2020 | $4,338,000 | – | 113,500 | – | 2.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marotta Asset Management | 427,870 | $15,591,569,000 | 6.00% |
| M Financial Asset Management, Inc. | 10,537 | $403,000 | 4.54% |
| Beacon Capital Management, Inc. | 2,210,987 | $84,504,000 | 4.54% |
| AJ WEALTH STRATEGIES, LLC | 684,753 | $26,171,000 | 3.55% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 113,500 | $4,338,000 | 2.83% |
| CMH Wealth Management LLC | 103,332 | $3,949,000 | 2.31% |
| Penn Mutual Asset Management | 68,000 | $2,599,000 | 1.88% |
| STARR INTERNATIONAL CO INC | 56,000 | $2,140,000 | 1.54% |
| Regis Management CO LLC | 145,962 | $5,579,000 | 1.28% |
| Zuckerman Investment Group, LLC | 108,450 | $4,145,000 | 1.21% |