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 | $506,960 | +124.5% | 4,000 | +100.0% | 0.02% | +7.1% |
| Q2 2023 | $225,780 | +64.7% | 2,000 | +66.7% | 0.01% | +40.0% |
| Q1 2023 | $137,076 | -5.8% | 1,200 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $145,536 | +19.3% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $122,000 | +2.5% | 1,200 | 0.0% | 0.01% | +22.2% |
| Q2 2022 | $119,000 | -7.0% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $128,000 | +37.6% | 1,200 | 0.0% | 0.01% | +50.0% |
| Q4 2021 | $93,000 | +66.1% | 1,200 | -13.7% | 0.01% | 0.0% |
| Q3 2020 | $56,000 | -20.0% | 1,390 | 0.0% | 0.01% | -25.0% |
| Q2 2020 | $70,000 | +32.1% | 1,390 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $53,000 | – | 1,390 | – | 0.01% | – |
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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% |