VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 267 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 1.80 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $7,000 | -76.7% | 198 | -67.8% | 0.00% | -75.0% |
| Q2 2020 | $30,000 | -56.5% | 615 | -65.8% | 0.00% | -71.4% |
| Q1 2020 | $69,000 | -76.5% | 1,798 | -50.0% | 0.01% | -72.5% |
| Q4 2019 | $293,000 | +154.8% | 3,596 | +143.0% | 0.05% | +121.7% |
| Q3 2019 | $115,000 | -12.9% | 1,480 | -5.2% | 0.02% | -14.8% |
| Q2 2019 | $132,000 | -14.8% | 1,561 | -10.3% | 0.03% | -15.6% |
| Q1 2019 | $155,000 | +16.5% | 1,740 | +0.2% | 0.03% | 0.0% |
| Q4 2018 | $133,000 | -32.1% | 1,737 | -5.6% | 0.03% | -11.1% |
| Q3 2018 | $196,000 | -70.7% | 1,840 | -71.1% | 0.04% | -73.1% |
| Q2 2018 | $669,000 | +23.7% | 6,375 | +6.2% | 0.13% | -16.8% |
| Q1 2018 | $541,000 | +165.2% | 6,004 | +183.3% | 0.16% | +106.4% |
| Q1 2017 | $204,000 | -4.2% | 2,119 | +4.0% | 0.08% | -15.2% |
| Q4 2016 | $213,000 | – | 2,038 | – | 0.09% | – |
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% |