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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,740 | +12.3% | 3,730 | 0.0% | 0.27% | +17.7% |
| Q2 2023 | $421,080 | -1.2% | 3,730 | 0.0% | 0.23% | -5.7% |
| Q1 2023 | $426,078 | -5.8% | 3,730 | 0.0% | 0.24% | -11.6% |
| Q4 2022 | $452,374 | +19.4% | 3,730 | 0.0% | 0.28% | +9.1% |
| Q3 2022 | $379,000 | +2.2% | 3,730 | 0.0% | 0.25% | +5.0% |
| Q2 2022 | $371,000 | -7.0% | 3,730 | 0.0% | 0.24% | +4.8% |
| Q1 2022 | $399,000 | +38.1% | 3,730 | 0.0% | 0.23% | +37.5% |
| Q4 2021 | $289,000 | +33.2% | 3,730 | +27.3% | 0.17% | +20.0% |
| Q3 2021 | $217,000 | -7.7% | 2,930 | -5.5% | 0.14% | -15.7% |
| Q2 2021 | $235,000 | +11.4% | 3,100 | 0.0% | 0.17% | +5.7% |
| Q1 2021 | $211,000 | +31.1% | 3,100 | 0.0% | 0.16% | +9.0% |
| Q4 2020 | $161,000 | – | 3,100 | – | 0.14% | – |
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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% |