VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,514 | +17.2% | 3,122 | +1.7% | 0.00% | – |
| Q2 2023 | $347,565 | +11.0% | 3,069 | +18.9% | 0.00% | – |
| Q4 2022 | $313,249 | +158.9% | 2,582 | +137.1% | 0.00% | – |
| Q3 2022 | $121,000 | -96.7% | 1,089 | -96.9% | 0.00% | -100.0% |
| Q2 2022 | $3,673,000 | +2153.4% | 34,797 | +2229.1% | 0.00% | – |
| Q1 2022 | $163,000 | -54.6% | 1,494 | -67.5% | 0.00% | – |
| Q4 2021 | $359,000 | -81.1% | 4,594 | -81.9% | 0.00% | -100.0% |
| Q3 2021 | $1,902,000 | -4.2% | 25,365 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $1,986,000 | +22.6% | 25,587 | +6.3% | 0.00% | 0.0% |
| Q1 2021 | $1,620,000 | +22.4% | 24,063 | +5.3% | 0.00% | 0.0% |
| Q4 2020 | $1,324,000 | -93.1% | 22,857 | -95.2% | 0.00% | -95.5% |
| Q1 2020 | $19,070,000 | -51.4% | 481,071 | 0.0% | 0.02% | -24.1% |
| Q4 2019 | $39,202,000 | +17.7% | 481,071 | +12.7% | 0.03% | 0.0% |
| Q3 2019 | $33,309,000 | +416262.5% | 426,934 | +426834.0% | 0.03% | – |
| Q4 2018 | $8,000 | -69.2% | 100 | -59.2% | 0.00% | – |
| Q3 2018 | $26,000 | 0.0% | 245 | -2.0% | 0.00% | – |
| Q2 2018 | $26,000 | -84.9% | 250 | -86.6% | 0.00% | – |
| Q1 2018 | $172,000 | -7.0% | 1,866 | 0.0% | 0.00% | – |
| Q4 2017 | $185,000 | +1133.3% | 1,866 | +1103.9% | 0.00% | – |
| Q2 2016 | $15,000 | +87.5% | 155 | +72.2% | 0.00% | – |
| Q1 2016 | $8,000 | +14.3% | 90 | 0.0% | 0.00% | – |
| Q4 2015 | $7,000 | -72.0% | 90 | -69.6% | 0.00% | – |
| Q3 2015 | $25,000 | -70.2% | 296 | -62.1% | 0.00% | – |
| Q2 2015 | $84,000 | -35.4% | 782 | -34.1% | 0.00% | – |
| Q1 2015 | $130,000 | +80.6% | 1,186 | +83.0% | 0.00% | – |
| Q4 2014 | $72,000 | +2.9% | 648 | +20.4% | 0.00% | – |
| Q3 2014 | $70,000 | +6.1% | 538 | +16.2% | 0.00% | – |
| Q2 2014 | $66,000 | +10.0% | 463 | 0.0% | 0.00% | – |
| Q1 2014 | $60,000 | +1.7% | 463 | -0.2% | 0.00% | – |
| Q4 2013 | $59,000 | +7.3% | 464 | 0.0% | 0.00% | – |
| Q3 2013 | $55,000 | +205.6% | 464 | +184.7% | 0.00% | – |
| Q2 2013 | $18,000 | – | 163 | – | 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% |