VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 237 filers reported holding VANGUARD WORLD FDS in Q1 2016. The put-call ratio across all filers is 0.97 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $3,002,000 | +2.7% | 32,077 | -2.9% | 0.45% | +4.6% |
| Q2 2017 | $2,924,000 | -9.0% | 33,044 | -0.5% | 0.43% | -18.8% |
| Q1 2017 | $3,212,000 | -8.4% | 33,213 | -0.8% | 0.53% | +2.1% |
| Q4 2016 | $3,505,000 | +1.5% | 33,479 | -5.3% | 0.52% | +7.9% |
| Q3 2016 | $3,453,000 | +0.8% | 35,344 | -1.9% | 0.48% | -13.9% |
| Q2 2016 | $3,427,000 | +10.7% | 36,029 | -0.2% | 0.56% | +11.8% |
| Q1 2016 | $3,097,000 | +1.7% | 36,089 | -1.5% | 0.50% | -25.4% |
| Q4 2015 | $3,044,000 | – | 36,626 | – | 0.67% | – |
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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% |