VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,132,916 | +13.7% | 67,059 | -4.8% | 0.07% | +7.4% |
| Q3 2022 | $7,152,000 | +0.8% | 70,410 | -1.3% | 0.07% | -1.4% |
| Q2 2022 | $7,097,000 | -56.2% | 71,350 | -66.6% | 0.07% | -51.7% |
| Q2 2021 | $16,209,000 | +9.8% | 213,586 | -1.6% | 0.14% | -0.7% |
| Q1 2021 | $14,758,000 | -18.5% | 217,036 | -37.9% | 0.14% | -29.4% |
| Q4 2020 | $18,117,000 | +29.3% | 349,341 | +0.5% | 0.20% | -1.0% |
| Q3 2020 | $14,015,000 | -38.7% | 347,691 | -23.5% | 0.21% | -32.7% |
| Q2 2020 | $22,860,000 | +13.9% | 454,471 | -13.5% | 0.31% | -1.6% |
| Q1 2020 | $20,079,000 | – | 525,346 | – | 0.31% | – |
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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% |