VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 287 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685,284 | +12.3% | 5,407 | 0.0% | 0.15% | +15.6% |
| Q2 2023 | $610,397 | -1.2% | 5,407 | 0.0% | 0.13% | -9.9% |
| Q1 2023 | $617,642 | -5.8% | 5,407 | 0.0% | 0.14% | -10.7% |
| Q4 2022 | $655,761 | +4.8% | 5,407 | -12.2% | 0.16% | -4.8% |
| Q3 2022 | $626,000 | +2.1% | 6,160 | 0.0% | 0.17% | +7.1% |
| Q2 2022 | $613,000 | -7.0% | 6,160 | 0.0% | 0.16% | +15.6% |
| Q1 2022 | $659,000 | +32.9% | 6,160 | -3.7% | 0.14% | +32.4% |
| Q4 2021 | $496,000 | +4.9% | 6,395 | 0.0% | 0.10% | -11.3% |
| Q3 2021 | $473,000 | +1.1% | 6,395 | +3.6% | 0.12% | 0.0% |
| Q2 2021 | $468,000 | +11.4% | 6,170 | 0.0% | 0.12% | +4.5% |
| Q1 2021 | $420,000 | +31.2% | 6,170 | 0.0% | 0.11% | +20.9% |
| Q4 2020 | $320,000 | +51.7% | 6,170 | +18.0% | 0.09% | +33.8% |
| Q3 2020 | $211,000 | -21.0% | 5,230 | -1.4% | 0.07% | -26.9% |
| Q2 2020 | $267,000 | +3.9% | 5,302 | -21.1% | 0.09% | +6.9% |
| Q1 2020 | $257,000 | – | 6,720 | – | 0.09% | – |
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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% |