VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 285 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $597,470 | -7.1% | 5,094 | +0.3% | 0.18% | -12.7% |
Q3 2023 | $643,448 | +9.2% | 5,077 | -2.8% | 0.20% | +8.5% |
Q2 2023 | $589,386 | -1.2% | 5,221 | 0.0% | 0.19% | -6.5% |
Q1 2023 | $596,382 | -18.2% | 5,221 | -13.1% | 0.20% | -23.9% |
Q4 2022 | $728,897 | +20.1% | 6,010 | +0.6% | 0.26% | +10.9% |
Q3 2022 | $607,000 | +2.2% | 5,973 | 0.0% | 0.24% | +9.2% |
Q2 2022 | $594,000 | -50.9% | 5,973 | -47.2% | 0.22% | -43.5% |
Q1 2022 | $1,211,000 | +38.1% | 11,317 | +0.1% | 0.39% | +35.0% |
Q4 2021 | $877,000 | +5.3% | 11,305 | +0.3% | 0.29% | -2.7% |
Q3 2021 | $833,000 | -2.6% | 11,267 | 0.0% | 0.29% | -7.0% |
Q2 2021 | $855,000 | +11.9% | 11,267 | +0.2% | 0.32% | +13.7% |
Q1 2021 | $764,000 | +31.3% | 11,239 | +0.0% | 0.28% | +21.4% |
Q4 2020 | $582,000 | +28.8% | 11,238 | +0.2% | 0.23% | +13.4% |
Q3 2020 | $452,000 | -19.7% | 11,221 | +0.2% | 0.20% | -21.7% |
Q2 2020 | $563,000 | +31.9% | 11,202 | +0.2% | 0.26% | +14.7% |
Q1 2020 | $427,000 | – | 11,183 | – | 0.22% | – |
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% |