VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,854 | +11.8% | 3,849 | -0.4% | 0.26% | +15.8% |
| Q2 2023 | $436,348 | -5.5% | 3,865 | -4.4% | 0.22% | -9.4% |
| Q1 2023 | $461,748 | -5.7% | 4,042 | +0.1% | 0.24% | -12.9% |
| Q4 2022 | $489,761 | +16.9% | 4,038 | -2.0% | 0.28% | +8.5% |
| Q3 2022 | $419,000 | -1.2% | 4,121 | -3.4% | 0.26% | +0.8% |
| Q2 2022 | $424,000 | -10.2% | 4,265 | -3.4% | 0.26% | -1.2% |
| Q1 2022 | $472,000 | +33.0% | 4,413 | -3.5% | 0.26% | +34.2% |
| Q4 2021 | $355,000 | -3.8% | 4,575 | -8.3% | 0.19% | -10.6% |
| Q3 2021 | $369,000 | -1.6% | 4,989 | +0.8% | 0.22% | -2.3% |
| Q2 2021 | $375,000 | +11.6% | 4,947 | +0.3% | 0.22% | +5.7% |
| Q1 2021 | $336,000 | +31.2% | 4,934 | 0.0% | 0.21% | +21.5% |
| Q4 2020 | $256,000 | +27.4% | 4,934 | -1.1% | 0.17% | +12.4% |
| Q3 2020 | $201,000 | -42.4% | 4,987 | +50.1% | 0.15% | -50.3% |
| Q3 2018 | $349,000 | 0.0% | 3,322 | 0.0% | 0.31% | -9.7% |
| Q2 2018 | $349,000 | +17.1% | 3,322 | +3.1% | 0.34% | +9.3% |
| Q1 2018 | $298,000 | -6.0% | 3,222 | +0.5% | 0.31% | -5.7% |
| Q4 2017 | $317,000 | – | 3,207 | – | 0.33% | – |
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% |