VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $627,617 | +12.3% | 4,952 | 0.0% | 0.14% | +14.4% |
Q2 2023 | $559,032 | -1.2% | 4,952 | 0.0% | 0.12% | -6.0% |
Q1 2023 | $565,667 | -5.8% | 4,952 | 0.0% | 0.13% | -14.7% |
Q4 2022 | $600,579 | +17.3% | 4,952 | -1.7% | 0.16% | +13.0% |
Q3 2022 | $512,000 | +2.2% | 5,036 | 0.0% | 0.14% | +17.9% |
Q2 2022 | $501,000 | -6.7% | 5,036 | +0.5% | 0.12% | +6.4% |
Q1 2022 | $537,000 | +26.4% | 5,013 | -8.4% | 0.11% | +26.4% |
Q4 2021 | $425,000 | +5.2% | 5,471 | 0.0% | 0.09% | -1.1% |
Q3 2021 | $404,000 | -2.7% | 5,471 | 0.0% | 0.09% | -6.4% |
Q2 2021 | $415,000 | +1.2% | 5,471 | -9.3% | 0.09% | -6.0% |
Q1 2021 | $410,000 | +14.8% | 6,033 | -12.4% | 0.10% | +11.1% |
Q4 2020 | $357,000 | +1.1% | 6,889 | -21.4% | 0.09% | -9.1% |
Q3 2020 | $353,000 | -41.1% | 8,761 | -26.5% | 0.10% | -47.6% |
Q2 2020 | $599,000 | -74.5% | 11,915 | -58.6% | 0.19% | -82.5% |
Q4 2019 | $2,345,000 | – | 28,778 | – | 1.08% | – |
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% |