VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 327 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.93 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $224,000 | -39.8% | 4,450 | -2.5% | 0.12% | -47.0% |
| Q4 2019 | $372,000 | -52.9% | 4,562 | -52.8% | 0.23% | -35.8% |
| Q3 2019 | $790,000 | +82.0% | 9,667 | +89.4% | 0.36% | +28.3% |
| Q2 2019 | $434,000 | -11.4% | 5,105 | -6.9% | 0.28% | -19.8% |
| Q1 2019 | $490,000 | -51.1% | 5,485 | -57.8% | 0.35% | -58.3% |
| Q4 2018 | $1,003,000 | -39.7% | 13,001 | -17.9% | 0.83% | -32.4% |
| Q3 2018 | $1,663,000 | +7.3% | 15,826 | +7.3% | 1.23% | +13.7% |
| Q2 2018 | $1,550,000 | +9.5% | 14,751 | -3.8% | 1.08% | +2.6% |
| Q1 2018 | $1,416,000 | +4.8% | 15,332 | +12.3% | 1.06% | +2.3% |
| Q4 2017 | $1,351,000 | +37.9% | 13,651 | +30.4% | 1.03% | +29.1% |
| Q3 2017 | $980,000 | -29.4% | 10,467 | -33.2% | 0.80% | -31.4% |
| Q2 2017 | $1,388,000 | +22.5% | 15,680 | +33.8% | 1.17% | +55.7% |
| Q1 2017 | $1,133,000 | +18.3% | 11,720 | +28.1% | 0.75% | +17.8% |
| Q4 2016 | $958,000 | – | 9,150 | – | 0.64% | – |
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% |