VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $266,154 | +12.3% | 2,100 | 0.0% | 0.06% | +19.1% |
| Q2 2023 | $237,069 | -1.2% | 2,100 | 0.0% | 0.05% | -7.8% |
| Q1 2023 | $239,883 | -5.8% | 2,100 | 0.0% | 0.05% | -12.1% |
| Q4 2022 | $254,688 | +19.6% | 2,100 | 0.0% | 0.06% | +9.4% |
| Q3 2022 | $213,000 | +1.9% | 2,100 | 0.0% | 0.05% | +3.9% |
| Q2 2022 | $209,000 | -7.1% | 2,100 | 0.0% | 0.05% | +8.5% |
| Q1 2022 | $225,000 | +38.0% | 2,100 | 0.0% | 0.05% | +42.4% |
| Q4 2021 | $163,000 | +5.2% | 2,100 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $155,000 | -12.9% | 2,100 | -10.6% | 0.03% | -10.5% |
| Q2 2021 | $178,000 | +11.2% | 2,350 | 0.0% | 0.04% | -2.6% |
| Q1 2021 | $160,000 | +44.1% | 2,350 | +9.3% | 0.04% | +34.5% |
| Q4 2020 | $111,000 | +24.7% | 2,150 | -3.2% | 0.03% | +7.4% |
| Q3 2020 | $89,000 | -28.2% | 2,220 | -9.8% | 0.03% | -34.1% |
| Q2 2020 | $124,000 | +31.9% | 2,460 | 0.0% | 0.04% | +17.1% |
| Q1 2020 | $94,000 | +224.1% | 2,460 | +583.3% | 0.04% | +288.9% |
| Q4 2019 | $29,000 | +141.7% | 360 | +140.0% | 0.01% | +125.0% |
| Q3 2019 | $12,000 | -7.7% | 150 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $13,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +8.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $12,000 | – | 150 | – | 0.01% | – |
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% |