VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 276 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,709,203 | +6.9% | 21,231 | -4.6% | 0.10% | +12.0% |
| Q2 2023 | $2,533,458 | +2.3% | 22,249 | +2.6% | 0.09% | -7.1% |
| Q1 2023 | $2,476,164 | -10.6% | 21,677 | -5.1% | 0.10% | -16.8% |
| Q4 2022 | $2,769,671 | +24.3% | 22,837 | +5.3% | 0.12% | +16.7% |
| Q3 2022 | $2,229,000 | +13.7% | 21,684 | +10.0% | 0.10% | +14.6% |
| Q2 2022 | $1,961,000 | -7.9% | 19,719 | -0.9% | 0.09% | +7.2% |
| Q1 2022 | $2,129,000 | +212800.0% | 19,893 | +104600.0% | 0.08% | – |
| Q4 2021 | $1,000 | -91.7% | 19 | -87.8% | 0.00% | -100.0% |
| Q3 2021 | $12,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | +20.0% | 156 | +2.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +25.0% | 153 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +33.3% | 153 | +1.3% | 0.00% | – |
| Q3 2020 | $6,000 | -25.0% | 151 | +0.7% | 0.00% | -100.0% |
| Q2 2020 | $8,000 | +33.3% | 150 | +1.4% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -50.0% | 148 | +2.1% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | +9.1% | 145 | +1.4% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | -8.3% | 143 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $12,000 | -7.7% | 143 | +7.5% | 0.00% | 0.0% |
| Q1 2017 | $13,000 | -7.1% | 133 | -1.5% | 0.00% | -50.0% |
| Q4 2016 | $14,000 | -89.1% | 135 | +2.3% | 0.00% | 0.0% |
| Q3 2016 | $129,000 | – | 132 | – | 0.00% | – |
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% |