VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $686,677 | +7.8% | 5,418 | -4.0% | 0.24% | +11.0% |
Q2 2023 | $637,264 | -2.0% | 5,645 | -0.8% | 0.22% | -8.0% |
Q1 2023 | $649,969 | -6.1% | 5,690 | -0.3% | 0.24% | -9.9% |
Q4 2022 | $692,266 | +30.4% | 5,708 | +9.0% | 0.26% | +17.9% |
Q3 2022 | $531,000 | -2.0% | 5,237 | -3.9% | 0.22% | +5.2% |
Q2 2022 | $542,000 | -5.9% | 5,450 | +1.2% | 0.21% | +7.6% |
Q1 2022 | $576,000 | +80.0% | 5,383 | +30.5% | 0.20% | +87.6% |
Q4 2021 | $320,000 | +1.9% | 4,124 | -2.9% | 0.10% | -7.1% |
Q3 2021 | $314,000 | -2.5% | 4,249 | 0.0% | 0.11% | -4.2% |
Q2 2021 | $322,000 | -9.8% | 4,249 | -19.3% | 0.12% | -15.1% |
Q1 2021 | $357,000 | +35.7% | 5,264 | +0.6% | 0.14% | +8.6% |
Q2 2020 | $263,000 | -8.7% | 5,234 | -30.7% | 0.13% | -18.5% |
Q1 2020 | $288,000 | -72.4% | 7,556 | -41.1% | 0.16% | -62.0% |
Q4 2019 | $1,044,000 | -12.9% | 12,823 | -16.6% | 0.41% | -21.3% |
Q3 2019 | $1,199,000 | -22.3% | 15,379 | -15.3% | 0.52% | -23.2% |
Q2 2019 | $1,543,000 | -7.6% | 18,153 | -2.9% | 0.68% | -10.4% |
Q1 2019 | $1,670,000 | +11.8% | 18,689 | -3.5% | 0.76% | +3.8% |
Q4 2018 | $1,494,000 | -28.5% | 19,375 | -2.6% | 0.74% | -15.2% |
Q3 2018 | $2,090,000 | +6.7% | 19,889 | +6.7% | 0.87% | -7.3% |
Q2 2018 | $1,958,000 | +41.6% | 18,641 | +24.4% | 0.94% | +37.3% |
Q1 2018 | $1,383,000 | +45.6% | 14,981 | +56.0% | 0.68% | +48.7% |
Q4 2017 | $950,000 | +6.7% | 9,605 | -0.1% | 0.46% | +6.8% |
Q3 2017 | $890,000 | -2.8% | 9,615 | -8.3% | 0.43% | -5.9% |
Q2 2017 | $916,000 | +31.2% | 10,490 | +45.2% | 0.46% | +25.3% |
Q1 2017 | $698,000 | +3.6% | 7,227 | +12.2% | 0.36% | -0.5% |
Q4 2016 | $674,000 | +139.0% | 6,441 | +122.9% | 0.37% | +130.2% |
Q3 2016 | $282,000 | – | 2,889 | – | 0.16% | – |
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% |