VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 285 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,751 | +4.6% | 1,205 | +0.1% | 0.03% | -2.9% |
| Q2 2023 | $146,053 | 0.0% | 1,204 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $146,053 | 0.0% | 1,204 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $146,053 | +5.1% | 1,204 | 0.0% | 0.04% | -2.8% |
| Q3 2022 | $139,000 | +16.8% | 1,204 | +0.1% | 0.04% | +20.0% |
| Q2 2022 | $119,000 | -7.0% | 1,203 | 0.0% | 0.03% | +3.4% |
| Q1 2022 | $128,000 | +37.6% | 1,203 | +0.1% | 0.03% | +31.8% |
| Q4 2021 | $93,000 | +1.1% | 1,202 | -3.5% | 0.02% | -8.3% |
| Q3 2021 | $92,000 | -2.1% | 1,245 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $94,000 | +10.6% | 1,245 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $85,000 | +37.1% | 1,244 | +4.2% | 0.02% | +25.0% |
| Q4 2020 | $62,000 | -23.5% | 1,194 | -40.4% | 0.02% | +25.0% |
| Q3 2020 | $81,000 | -19.8% | 2,002 | 0.0% | 0.02% | -57.9% |
| Q2 2020 | $101,000 | +60.3% | 2,002 | +21.2% | 0.04% | +26.7% |
| Q1 2020 | $63,000 | -57.4% | 1,652 | -9.1% | 0.03% | -50.0% |
| Q4 2019 | $148,000 | +4.2% | 1,817 | 0.0% | 0.06% | +22.4% |
| Q3 2019 | $142,000 | +3.6% | 1,817 | +12.4% | 0.05% | -10.9% |
| Q2 2019 | $137,000 | -47.9% | 1,617 | -44.9% | 0.06% | -50.0% |
| Q1 2019 | $263,000 | +29.6% | 2,937 | +11.4% | 0.11% | +10.0% |
| Q4 2018 | $203,000 | – | 2,637 | – | 0.10% | – |
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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% |