VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,547 | +12.4% | 675 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $76,089 | -1.2% | 674 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $76,993 | -5.7% | 674 | +0.1% | 0.01% | -10.0% |
| Q4 2022 | $81,621 | +20.0% | 673 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $68,000 | -13.9% | 673 | -15.1% | 0.01% | -10.0% |
| Q2 2022 | $79,000 | -7.1% | 793 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $85,000 | +37.1% | 793 | 0.0% | 0.01% | +28.6% |
| Q4 2021 | $62,000 | +5.1% | 793 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $59,000 | +84.4% | 793 | +88.4% | 0.01% | +75.0% |
| Q2 2021 | $32,000 | +113.3% | 421 | +90.5% | 0.00% | +100.0% |
| Q1 2021 | $15,000 | +114.3% | 221 | +60.1% | 0.00% | +100.0% |
| Q4 2020 | $7,000 | +16.7% | 138 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | -14.3% | 138 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +40.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -54.5% | 138 | 0.0% | 0.00% | -66.7% |
| Q4 2019 | $11,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | -8.3% | 138 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $12,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | +9.1% | 138 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $11,000 | – | 138 | – | 0.01% | – |
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% |