VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,790 | +12.3% | 14,127 | +0.0% | 0.51% | +22.2% |
Q2 2023 | $1,594 | -13.6% | 14,126 | -7.2% | 0.42% | -16.9% |
Q1 2023 | $1,845 | +1.3% | 15,219 | -15.1% | 0.50% | -11.3% |
Q4 2022 | $1,821 | -99.9% | 17,930 | 0.0% | 0.57% | +0.2% |
Q3 2022 | $1,821,000 | -1.0% | 17,930 | -3.0% | 0.57% | -0.9% |
Q2 2022 | $1,840,000 | -7.4% | 18,494 | -0.3% | 0.57% | 0.0% |
Q1 2022 | $1,986,000 | +36.5% | 18,553 | -1.0% | 0.57% | +38.6% |
Q4 2021 | $1,455,000 | +1.1% | 18,746 | -3.7% | 0.41% | -5.5% |
Q3 2021 | $1,439,000 | -3.1% | 19,472 | -0.5% | 0.44% | -3.5% |
Q2 2021 | $1,485,000 | +10.0% | 19,574 | -1.4% | 0.45% | -4.2% |
Q1 2021 | $1,350,000 | +36.2% | 19,853 | +3.9% | 0.47% | +51.3% |
Q4 2020 | $991,000 | +30.9% | 19,105 | +1.8% | 0.31% | +22.4% |
Q3 2020 | $757,000 | -20.2% | 18,769 | -0.5% | 0.26% | -22.7% |
Q2 2020 | $949,000 | +747.3% | 18,872 | +542.8% | 0.33% | +587.5% |
Q1 2020 | $112,000 | -77.0% | 2,936 | -50.9% | 0.05% | -89.0% |
Q4 2019 | $488,000 | -11.3% | 5,984 | -15.2% | 0.44% | -16.8% |
Q3 2019 | $550,000 | – | 7,056 | – | 0.52% | – |
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% |