VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 164 filers reported holding VANGUARD WORLD FDS in Q3 2014. The put-call ratio across all filers is 1.21 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $968,618 | +22.8% | 7,643 | +9.4% | 0.18% | +31.6% |
Q2 2023 | $789,014 | -4.6% | 6,989 | -3.5% | 0.13% | -15.8% |
Q1 2023 | $827,482 | -5.3% | 7,244 | +0.5% | 0.16% | -14.1% |
Q4 2022 | $873,922 | +13.1% | 7,206 | -5.3% | 0.18% | +6.4% |
Q3 2022 | $773,000 | +2.0% | 7,613 | -0.1% | 0.17% | +16.1% |
Q2 2022 | $758,000 | -30.3% | 7,621 | -25.0% | 0.15% | -15.3% |
Q1 2022 | $1,088,000 | +41.1% | 10,163 | +2.3% | 0.18% | +39.7% |
Q4 2021 | $771,000 | +2.8% | 9,936 | -2.1% | 0.13% | -4.5% |
Q3 2021 | $750,000 | +23.4% | 10,145 | +26.7% | 0.13% | +23.4% |
Q2 2021 | $608,000 | +15.8% | 8,008 | +3.7% | 0.11% | +7.0% |
Q1 2021 | $525,000 | +6462.5% | 7,724 | +7624.0% | 0.10% | +4900.0% |
Q4 2019 | $8,000 | -99.3% | 100 | -99.1% | 0.00% | -99.5% |
Q2 2018 | $1,188,000 | +240.4% | 11,326 | +201.8% | 0.38% | +268.0% |
Q1 2018 | $349,000 | -1.7% | 3,753 | +11.3% | 0.10% | +25.6% |
Q4 2017 | $355,000 | -88.4% | 3,371 | -85.3% | 0.08% | -97.2% |
Q3 2014 | $3,048,000 | -19.4% | 22,953 | -12.6% | 2.90% | -11.3% |
Q2 2014 | $3,782,000 | +1978.0% | 26,271 | +1757.9% | 3.27% | +1997.4% |
Q1 2014 | $182,000 | -12.5% | 1,414 | -14.1% | 0.16% | +4.0% |
Q4 2013 | $208,000 | – | 1,647 | – | 0.15% | – |
Download |
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% |