VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,756 | +22.9% | 164 | +9.3% | 0.03% | +7.7% |
| Q2 2023 | $16,885 | -1.2% | 150 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $17,085 | -5.1% | 150 | +1.4% | 0.03% | -12.9% |
| Q4 2022 | $17,996 | +20.0% | 148 | +2.1% | 0.03% | +14.8% |
| Q3 2022 | $15,000 | +15.4% | 145 | +11.5% | 0.03% | +28.6% |
| Q2 2022 | $13,000 | -7.1% | 130 | +0.8% | 0.02% | +5.0% |
| Q1 2022 | $14,000 | +40.0% | 129 | +0.8% | 0.02% | +53.8% |
| Q4 2021 | $10,000 | -41.2% | 128 | -44.6% | 0.01% | -40.9% |
| Q3 2021 | $17,000 | +70.0% | 231 | +84.8% | 0.02% | +69.2% |
| Q2 2021 | $10,000 | +25.0% | 125 | +1.6% | 0.01% | +18.2% |
| Q1 2021 | $8,000 | +33.3% | 123 | 0.0% | 0.01% | +22.2% |
| Q4 2020 | $6,000 | +20.0% | 123 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $5,000 | -16.7% | 122 | +1.7% | 0.01% | -30.8% |
| Q2 2020 | $6,000 | +20.0% | 120 | +1.7% | 0.01% | +18.2% |
| Q1 2020 | $5,000 | -44.4% | 118 | +1.7% | 0.01% | -42.1% |
| Q4 2019 | $9,000 | 0.0% | 116 | +1.8% | 0.02% | 0.0% |
| Q3 2019 | $9,000 | -10.0% | 114 | 0.0% | 0.02% | -26.9% |
| Q2 2019 | $10,000 | 0.0% | 114 | +0.9% | 0.03% | +4.0% |
| Q1 2019 | $10,000 | +11.1% | 113 | 0.0% | 0.02% | -13.8% |
| Q4 2018 | $9,000 | -25.0% | 113 | +0.9% | 0.03% | -23.7% |
| Q3 2018 | $12,000 | 0.0% | 112 | +1.8% | 0.04% | -9.5% |
| Q2 2018 | $12,000 | +20.0% | 110 | 0.0% | 0.04% | +16.7% |
| Q1 2018 | $10,000 | -9.1% | 110 | 0.0% | 0.04% | -30.8% |
| Q4 2017 | $11,000 | +10.0% | 110 | +1.9% | 0.05% | +4.0% |
| Q3 2017 | $10,000 | 0.0% | 108 | 0.0% | 0.05% | -7.4% |
| Q2 2017 | $10,000 | 0.0% | 108 | +0.9% | 0.05% | -6.9% |
| Q1 2017 | $10,000 | -9.1% | 107 | +0.9% | 0.06% | -3.3% |
| Q4 2016 | $11,000 | +10.0% | 106 | 0.0% | 0.06% | +36.4% |
| Q3 2016 | $10,000 | -47.4% | 106 | -39.4% | 0.04% | +100.0% |
| Q2 2015 | $19,000 | 0.0% | 175 | 0.0% | 0.02% | +22.2% |
| Q1 2015 | $19,000 | -5.0% | 175 | 0.0% | 0.02% | -14.3% |
| Q4 2014 | $20,000 | – | 175 | – | 0.02% | – |
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% |