VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 131 filers reported holding VANGUARD WORLD FDS in Q4 2013. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $715,000 | -56.3% | 6,546 | -55.4% | 0.38% | -20.0% |
| Q4 2014 | $1,638,000 | +102.2% | 14,668 | +137.5% | 0.48% | +16.7% |
| Q3 2014 | $810,000 | +1.0% | 6,175 | +10.8% | 0.41% | +80.1% |
| Q2 2014 | $802,000 | +21.1% | 5,573 | +8.1% | 0.23% | -30.9% |
| Q1 2014 | $662,000 | +112.2% | 5,157 | +109.2% | 0.33% | +115.1% |
| Q4 2013 | $312,000 | +17.3% | 2,465 | +10.5% | 0.15% | -10.1% |
| Q3 2013 | $266,000 | +1.9% | 2,231 | -3.7% | 0.17% | -2.3% |
| Q2 2013 | $261,000 | 0.0% | 2,317 | +0.7% | 0.17% | -96.3% |
| Q1 2013 | $261,000 | +44.2% | 2,301 | +29.9% | 4.70% | +55.7% |
| Q4 2012 | $181,000 | – | 1,771 | – | 3.02% | – |
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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% |