VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 315 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,860,000 | +32.2% | 42,057 | +0.8% | 1.24% | +18.3% |
| Q4 2020 | $2,163,000 | +26.4% | 41,703 | -1.7% | 1.04% | +1.4% |
| Q3 2020 | $1,711,000 | -18.2% | 42,439 | +2.0% | 1.03% | -29.9% |
| Q2 2020 | $2,092,000 | +415.3% | 41,592 | +291.6% | 1.47% | +273.4% |
| Q1 2020 | $406,000 | -65.0% | 10,621 | -25.4% | 0.39% | -67.1% |
| Q4 2019 | $1,160,000 | -38.2% | 14,235 | -40.9% | 1.20% | -44.4% |
| Q3 2019 | $1,878,000 | -23.6% | 24,069 | -16.8% | 2.15% | -21.5% |
| Q2 2019 | $2,458,000 | -90.7% | 28,916 | -2.5% | 2.74% | -5.0% |
| Q1 2019 | $26,509,000 | +1043.6% | 29,658 | -1.3% | 2.89% | +26.3% |
| Q4 2018 | $2,318,000 | -29.9% | 30,055 | -4.5% | 2.28% | -25.8% |
| Q3 2018 | $3,309,000 | -5.7% | 31,483 | -5.7% | 3.08% | -7.0% |
| Q2 2018 | $3,509,000 | +11.2% | 33,395 | -2.2% | 3.31% | -2.8% |
| Q1 2018 | $3,156,000 | -11.3% | 34,163 | -5.0% | 3.41% | -1.1% |
| Q4 2017 | $3,559,000 | +6.7% | 35,972 | +1.0% | 3.45% | +36.9% |
| Q3 2017 | $3,334,000 | +4.0% | 35,628 | -1.7% | 2.52% | +8.3% |
| Q2 2017 | $3,207,000 | +66.7% | 36,242 | +82.2% | 2.32% | +92.4% |
| Q1 2017 | $1,924,000 | -1.9% | 19,896 | +6.2% | 1.21% | -11.8% |
| Q4 2016 | $1,961,000 | – | 18,730 | – | 1.37% | – |
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% |