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 2023 | $715,785 | +3.1% | 5,648 | -8.2% | 0.01% | +25.0% |
| Q2 2023 | $694,232 | +0.7% | 6,150 | +1.9% | 0.00% | 0.0% |
| Q1 2023 | $689,451 | -29.9% | 6,036 | -25.6% | 0.00% | -33.3% |
| Q4 2022 | $984,121 | +20.0% | 8,114 | +0.5% | 0.01% | +20.0% |
| Q3 2022 | $820,000 | +39.9% | 8,076 | +37.0% | 0.01% | +66.7% |
| Q2 2022 | $586,000 | -8.3% | 5,895 | -1.3% | 0.00% | 0.0% |
| Q1 2022 | $639,000 | +34.8% | 5,973 | -2.2% | 0.00% | +50.0% |
| Q4 2021 | $474,000 | +8.5% | 6,105 | +3.2% | 0.00% | 0.0% |
| Q3 2021 | $437,000 | -0.2% | 5,915 | +2.4% | 0.00% | 0.0% |
| Q2 2021 | $438,000 | +27.7% | 5,774 | +14.4% | 0.00% | 0.0% |
| Q1 2021 | $343,000 | +31.4% | 5,049 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $261,000 | -8.7% | 5,028 | -29.1% | 0.00% | 0.0% |
| Q3 2020 | $286,000 | -70.9% | 7,093 | -63.7% | 0.00% | -71.4% |
| Q2 2020 | $983,000 | +37.5% | 19,547 | +4.5% | 0.01% | +16.7% |
| Q1 2020 | $715,000 | -51.7% | 18,710 | +3.0% | 0.01% | -40.0% |
| Q4 2019 | $1,480,000 | -9.9% | 18,168 | -13.7% | 0.01% | -9.1% |
| Q3 2019 | $1,643,000 | +1.9% | 21,063 | +11.1% | 0.01% | 0.0% |
| Q2 2019 | $1,612,000 | -5.4% | 18,956 | -0.5% | 0.01% | -8.3% |
| Q1 2019 | $1,704,000 | +14.9% | 19,054 | -0.9% | 0.01% | 0.0% |
| Q4 2018 | $1,483,000 | -36.4% | 19,229 | -13.4% | 0.01% | -25.0% |
| Q3 2018 | $2,333,000 | -4.3% | 22,196 | -4.4% | 0.02% | -11.1% |
| Q2 2018 | $2,439,000 | +3.3% | 23,209 | -9.2% | 0.02% | 0.0% |
| Q1 2018 | $2,360,000 | -12.5% | 25,547 | -6.3% | 0.02% | -14.3% |
| Q4 2017 | $2,697,000 | +124.4% | 27,252 | +112.1% | 0.02% | +110.0% |
| Q3 2017 | $1,202,000 | -1.7% | 12,846 | -7.0% | 0.01% | -9.1% |
| Q2 2017 | $1,223,000 | -36.3% | 13,816 | -30.4% | 0.01% | -38.9% |
| Q1 2017 | $1,920,000 | -13.2% | 19,855 | -6.1% | 0.02% | -14.3% |
| Q4 2016 | $2,213,000 | +6.0% | 21,145 | -1.0% | 0.02% | +5.0% |
| Q3 2016 | $2,087,000 | +8.6% | 21,361 | +5.6% | 0.02% | 0.0% |
| Q2 2016 | $1,921,000 | +5.0% | 20,225 | -5.1% | 0.02% | 0.0% |
| Q1 2016 | $1,830,000 | -72.7% | 21,323 | -73.5% | 0.02% | -74.0% |
| Q4 2015 | $6,700,000 | +684.5% | 80,601 | +699.6% | 0.08% | +670.0% |
| Q3 2015 | $854,000 | -47.2% | 10,080 | -33.4% | 0.01% | -47.4% |
| Q2 2015 | $1,618,000 | -6.7% | 15,127 | +2.0% | 0.02% | -9.5% |
| Q1 2015 | $1,735,000 | -55.6% | 14,833 | -57.6% | 0.02% | -27.6% |
| Q4 2014 | $3,906,000 | +56.1% | 34,992 | +83.3% | 0.03% | -32.6% |
| Q3 2014 | $2,503,000 | -17.6% | 19,090 | -9.5% | 0.04% | -23.2% |
| Q2 2014 | $3,036,000 | -2.2% | 21,090 | -12.8% | 0.06% | -15.2% |
| Q1 2014 | $3,105,000 | -3.8% | 24,181 | -5.3% | 0.07% | -40.0% |
| Q4 2013 | $3,229,000 | -43.2% | 25,540 | -46.4% | 0.11% | -39.2% |
| Q3 2013 | $5,681,000 | – | 47,611 | – | 0.18% | – |
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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% |