VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 323 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $511,834 | +13.2% | 4,038 | +0.8% | 0.03% | +16.7% |
Q2 2023 | $452,275 | -1.2% | 4,006 | 0.0% | 0.02% | -7.7% |
Q1 2023 | $457,644 | -5.4% | 4,006 | +0.4% | 0.03% | -10.3% |
Q4 2022 | $483,855 | +22.2% | 3,990 | +2.4% | 0.03% | +16.0% |
Q3 2022 | $396,000 | +2.3% | 3,895 | 0.0% | 0.02% | +8.7% |
Q2 2022 | $387,000 | -6.3% | 3,895 | +0.9% | 0.02% | +9.5% |
Q1 2022 | $413,000 | +38.6% | 3,862 | +0.7% | 0.02% | +50.0% |
Q4 2021 | $298,000 | +76.3% | 3,836 | +68.0% | 0.01% | +55.6% |
Q3 2021 | $169,000 | -2.3% | 2,283 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $173,000 | +13.8% | 2,283 | +1.8% | 0.01% | 0.0% |
Q1 2021 | $152,000 | +114.1% | 2,242 | +62.9% | 0.01% | +125.0% |
Q4 2020 | $71,000 | +173.1% | 1,376 | +109.4% | 0.00% | +100.0% |
Q3 2020 | $26,000 | -21.2% | 657 | +0.3% | 0.00% | 0.0% |
Q2 2020 | $33,000 | 0.0% | 655 | +70.6% | 0.00% | -33.3% |
Q2 2019 | $33,000 | -2.9% | 384 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $34,000 | -55.3% | 384 | -61.0% | 0.00% | -57.1% |
Q4 2018 | $76,000 | +90.0% | 984 | +156.2% | 0.01% | +133.3% |
Q3 2018 | $40,000 | 0.0% | 384 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $40,000 | +14.3% | 384 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $35,000 | +250.0% | 384 | +284.0% | 0.00% | +200.0% |
Q3 2016 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $9,000 | – | 100 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
M Financial Asset Management, Inc. | 12,776 | $515,000 | 5.24% |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 208,144 | $8,390,000 | 4.39% |
Beacon Capital Management, Inc. | 2,093,145 | $84,375,000 | 4.04% |
Keudell/Morrison Wealth Management | 88,095 | $3,551,000 | 2.28% |
AJ WEALTH STRATEGIES, LLC | 539,400 | $21,743,000 | 2.21% |
Praetorian Wealth Management, Inc. | 124,203 | $5,007,000 | 2.21% |
Marotta Asset Management | 152,151 | $5,891,347,000 | 1.79% |
Shilanski & Associates, Inc. | 58,496 | $2,358,000 | 1.60% |
STEEL GROVE CAPITAL ADVISORS, LLC | 93,161 | $3,755,000 | 1.53% |
WP Advisors, LLC | 42,439 | $1,711,000 | 1.03% |