VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 326 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.93 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $542,818 | +0.3% | 4,283 | -10.7% | 0.04% | +6.1% |
Q2 2023 | $541,293 | +5.6% | 4,795 | +6.9% | 0.03% | -2.9% |
Q1 2023 | $512,421 | +53.4% | 4,486 | +62.9% | 0.03% | +36.0% |
Q4 2022 | $334,040 | +5.4% | 2,754 | -11.7% | 0.02% | -19.4% |
Q3 2022 | $317,000 | +7.8% | 3,119 | +5.4% | 0.03% | +10.7% |
Q2 2022 | $294,000 | -27.2% | 2,959 | -21.7% | 0.03% | -12.5% |
Q1 2022 | $404,000 | +28.7% | 3,778 | -6.6% | 0.03% | +33.3% |
Q4 2021 | $314,000 | +37.7% | 4,045 | +50.8% | 0.02% | +4.3% |
Q2 2019 | $228,000 | -17.1% | 2,682 | -12.8% | 0.02% | -23.3% |
Q1 2019 | $275,000 | +24.4% | 3,077 | +7.4% | 0.03% | +7.1% |
Q4 2018 | $221,000 | -24.8% | 2,866 | +2.5% | 0.03% | -12.5% |
Q3 2018 | $294,000 | -2.6% | 2,797 | -2.7% | 0.03% | +45.5% |
Q2 2018 | $302,000 | +13.5% | 2,875 | 0.0% | 0.02% | +4.8% |
Q1 2018 | $266,000 | -10.1% | 2,875 | -3.8% | 0.02% | -8.7% |
Q4 2017 | $296,000 | +1.0% | 2,990 | -4.5% | 0.02% | -11.5% |
Q3 2017 | $293,000 | -7.6% | 3,131 | +3.5% | 0.03% | -35.0% |
Q4 2016 | $317,000 | – | 3,025 | – | 0.04% | – |
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% |