VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 315 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,181,344 | +42.0% | 9,740 | +19.0% | 0.21% | +34.0% |
| Q3 2022 | $832,000 | +22.5% | 8,188 | +20.0% | 0.16% | +31.4% |
| Q2 2022 | $679,000 | +2.3% | 6,825 | +10.0% | 0.12% | +21.0% |
| Q1 2022 | $664,000 | +28.7% | 6,204 | -6.6% | 0.10% | +92.3% |
| Q4 2021 | $516,000 | +81.7% | 6,639 | +72.2% | 0.05% | +67.7% |
| Q3 2021 | $284,000 | +18.3% | 3,855 | +21.6% | 0.03% | +19.2% |
| Q2 2021 | $240,000 | +7.1% | 3,170 | -26.6% | 0.03% | -10.3% |
| Q4 2020 | $224,000 | -7.1% | 4,320 | -9.9% | 0.03% | -17.1% |
| Q2 2020 | $241,000 | -29.3% | 4,795 | +14.4% | 0.04% | -30.0% |
| Q4 2019 | $341,000 | +11.4% | 4,190 | +6.6% | 0.05% | +4.2% |
| Q3 2019 | $306,000 | +6.2% | 3,930 | +15.9% | 0.05% | +4.3% |
| Q2 2019 | $288,000 | -4.0% | 3,390 | +0.9% | 0.05% | -6.1% |
| Q1 2019 | $300,000 | +7.5% | 3,360 | -7.1% | 0.05% | -9.3% |
| Q4 2018 | $279,000 | -27.7% | 3,615 | -1.5% | 0.05% | -15.6% |
| Q3 2018 | $386,000 | +1.3% | 3,670 | +1.4% | 0.06% | -4.5% |
| Q2 2018 | $381,000 | +12.1% | 3,620 | -1.6% | 0.07% | +9.8% |
| Q1 2018 | $340,000 | -11.7% | 3,680 | -5.4% | 0.06% | -12.9% |
| Q4 2017 | $385,000 | +11.9% | 3,889 | +5.9% | 0.07% | +6.1% |
| Q3 2017 | $344,000 | +37.6% | 3,673 | +30.5% | 0.07% | +32.0% |
| Q2 2017 | $250,000 | -2.0% | 2,815 | +6.8% | 0.05% | -5.7% |
| Q1 2017 | $255,000 | – | 2,635 | – | 0.05% | – |
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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% |