VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 247 filers reported holding VANGUARD WORLD FDS in Q2 2016. The put-call ratio across all filers is 0.74 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $988,678 | +10.5% | 7,801 | -1.6% | 0.04% | +8.8% |
| Q2 2023 | $894,611 | -2.2% | 7,925 | -1.0% | 0.03% | -10.5% |
| Q1 2023 | $914,597 | +72.2% | 8,007 | +82.8% | 0.04% | +52.0% |
| Q4 2022 | $531,031 | +31.1% | 4,379 | +9.8% | 0.02% | +19.0% |
| Q3 2022 | $405,000 | +3.3% | 3,988 | +1.1% | 0.02% | 0.0% |
| Q2 2022 | $392,000 | -11.7% | 3,946 | -4.9% | 0.02% | 0.0% |
| Q1 2022 | $444,000 | +36.6% | 4,151 | -0.8% | 0.02% | +40.0% |
| Q4 2021 | $325,000 | -3.0% | 4,183 | -7.7% | 0.02% | -11.8% |
| Q3 2021 | $335,000 | -24.5% | 4,532 | -22.5% | 0.02% | -29.2% |
| Q2 2021 | $444,000 | +65.1% | 5,851 | +47.8% | 0.02% | +50.0% |
| Q1 2021 | $269,000 | +5.1% | 3,958 | +49.2% | 0.02% | -68.0% |
| Q1 2017 | $256,000 | -77.0% | 2,652 | -76.7% | 0.05% | -81.4% |
| Q3 2016 | $1,112,000 | +7.4% | 11,380 | +4.6% | 0.27% | -2.2% |
| Q2 2016 | $1,035,000 | +10.8% | 10,880 | 0.0% | 0.28% | +9.6% |
| Q1 2016 | $934,000 | – | 10,880 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 12,776 | $515,000 | 5.24% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 208,144 | $8,390,000 | 4.39% |
| Beacon Capital Management, Inc. | 2,093,145 | $84,375,000 | 4.04% |
| Keudell/Morrison Wealth Management | 88,095 | $3,551,000 | 2.28% |
| AJ WEALTH STRATEGIES, LLC | 539,400 | $21,743,000 | 2.21% |
| Praetorian Wealth Management, Inc. | 124,203 | $5,007,000 | 2.21% |
| Marotta Asset Management | 152,151 | $5,891,347,000 | 1.79% |
| Shilanski & Associates, Inc. | 58,496 | $2,358,000 | 1.60% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 93,161 | $3,755,000 | 1.53% |
| WP Advisors, LLC | 42,439 | $1,711,000 | 1.03% |