VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 203 filers reported holding VANGUARD WORLD FDS in Q1 2015. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $15,000 | -6.2% | 150 | 0.0% | 0.01% | -7.7% |
| Q4 2016 | $16,000 | +6.7% | 150 | 0.0% | 0.01% | +8.3% |
| Q3 2016 | $15,000 | +7.1% | 150 | 0.0% | 0.01% | +9.1% |
| Q2 2016 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $13,000 | +8.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $12,000 | -7.7% | 150 | 0.0% | 0.01% | -8.3% |
| Q3 2015 | $13,000 | -18.8% | 150 | 0.0% | 0.01% | -7.7% |
| Q2 2015 | $16,000 | 0.0% | 150 | 0.0% | 0.01% | -7.1% |
| Q1 2015 | $16,000 | -5.9% | 150 | 0.0% | 0.01% | -6.7% |
| Q4 2014 | $17,000 | – | 150 | – | 0.02% | – |
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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% |