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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $562,860 | +26.8% | 4,641 | +6.0% | 0.20% | +22.3% |
| Q3 2022 | $444,000 | +24.0% | 4,380 | -9.5% | 0.17% | +37.2% |
| Q3 2021 | $358,000 | +8.8% | 4,838 | +11.5% | 0.12% | +10.0% |
| Q2 2021 | $329,000 | -46.5% | 4,340 | -52.1% | 0.11% | -49.3% |
| Q1 2021 | $615,000 | -87.3% | 9,054 | -90.3% | 0.22% | -88.2% |
| Q4 2020 | $4,830,000 | -3.5% | 93,154 | -25.0% | 1.84% | -16.6% |
| Q3 2020 | $5,007,000 | -20.2% | 124,203 | -0.4% | 2.21% | -28.0% |
| Q2 2020 | $6,275,000 | – | 124,760 | – | 3.07% | – |
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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% |