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 | $1,825,321 | +12.9% | 14,402 | +0.5% | 0.68% | +13.5% |
Q2 2023 | $1,617,262 | -3.2% | 14,326 | -2.1% | 0.60% | -4.3% |
Q1 2023 | $1,671,299 | -5.3% | 14,631 | +0.6% | 0.63% | -11.6% |
Q4 2022 | $1,764,381 | +20.0% | 14,548 | +0.5% | 0.71% | +13.6% |
Q3 2022 | $1,470,000 | +3.0% | 14,472 | +0.9% | 0.62% | +11.0% |
Q2 2022 | $1,427,000 | -6.8% | 14,345 | +0.3% | 0.56% | +5.2% |
Q1 2022 | $1,531,000 | +37.9% | 14,305 | 0.0% | 0.53% | +41.3% |
Q4 2021 | $1,110,000 | +2.7% | 14,305 | -2.2% | 0.38% | +16.3% |
Q3 2021 | $1,081,000 | -1.6% | 14,630 | +1.0% | 0.32% | +4.5% |
Q2 2021 | $1,099,000 | +11.0% | 14,482 | -0.5% | 0.31% | +7.6% |
Q1 2021 | $990,000 | +31.0% | 14,555 | -0.1% | 0.29% | +19.4% |
Q4 2020 | $756,000 | +29.0% | 14,576 | +0.3% | 0.24% | +20.4% |
Q3 2020 | $586,000 | +161.6% | 14,527 | +582.0% | 0.20% | +133.7% |
Q3 2018 | $224,000 | 0.0% | 2,130 | 0.0% | 0.09% | -3.4% |
Q2 2018 | $224,000 | +6.2% | 2,130 | 0.0% | 0.09% | +6.0% |
Q4 2017 | $211,000 | +2.4% | 2,130 | 0.0% | 0.08% | -13.4% |
Q1 2017 | $206,000 | -7.6% | 2,130 | 0.0% | 0.10% | -12.6% |
Q4 2016 | $223,000 | +7.2% | 2,130 | 0.0% | 0.11% | +2.8% |
Q3 2016 | $208,000 | +2.5% | 2,130 | 0.0% | 0.11% | +3.8% |
Q2 2016 | $203,000 | -18.8% | 2,130 | -27.0% | 0.10% | -21.8% |
Q1 2016 | $250,000 | +2.9% | 2,918 | 0.0% | 0.13% | -5.7% |
Q4 2015 | $243,000 | -4.0% | 2,918 | -2.4% | 0.14% | -4.1% |
Q3 2015 | $253,000 | – | 2,990 | – | 0.15% | – |
Download |
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% |