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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,185 | +23.7% | 4,136 | +10.2% | 0.04% | +22.2% |
| Q2 2023 | $423,742 | -0.2% | 3,754 | +1.0% | 0.04% | -10.0% |
| Q1 2023 | $424,545 | +1.6% | 3,717 | +7.9% | 0.04% | -7.0% |
| Q4 2022 | $417,928 | -9.7% | 3,445 | -24.4% | 0.04% | +59.3% |
| Q3 2022 | $463,000 | -8.7% | 4,555 | -10.7% | 0.03% | -6.9% |
| Q2 2022 | $507,000 | -22.5% | 5,103 | -16.6% | 0.03% | -9.4% |
| Q1 2022 | $654,000 | +227.0% | 6,118 | +138.9% | 0.03% | +60.0% |
| Q4 2021 | $200,000 | -9.9% | 2,561 | -13.1% | 0.02% | -13.0% |
| Q2 2021 | $222,000 | -7.5% | 2,946 | -16.6% | 0.02% | -28.1% |
| Q1 2021 | $240,000 | +17.6% | 3,534 | +41.1% | 0.03% | +3.2% |
| Q4 2019 | $204,000 | 0.0% | 2,504 | -3.1% | 0.03% | -26.2% |
| Q3 2019 | $204,000 | -7.3% | 2,585 | 0.0% | 0.04% | +44.8% |
| Q2 2019 | $220,000 | -12.4% | 2,585 | -7.3% | 0.03% | -48.2% |
| Q1 2019 | $251,000 | +19.5% | 2,788 | +2.5% | 0.06% | 0.0% |
| Q4 2018 | $210,000 | – | 2,719 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 12,776 | $515,000 | 5.24% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 208,144 | $8,390,000 | 4.39% |
| Beacon Capital Management, Inc. | 2,093,145 | $84,375,000 | 4.04% |
| Keudell/Morrison Wealth Management | 88,095 | $3,551,000 | 2.28% |
| AJ WEALTH STRATEGIES, LLC | 539,400 | $21,743,000 | 2.21% |
| Praetorian Wealth Management, Inc. | 124,203 | $5,007,000 | 2.21% |
| Marotta Asset Management | 152,151 | $5,891,347,000 | 1.79% |
| Shilanski & Associates, Inc. | 58,496 | $2,358,000 | 1.60% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 93,161 | $3,755,000 | 1.53% |
| WP Advisors, LLC | 42,439 | $1,711,000 | 1.03% |