VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517,099 | +1.9% | 4,080 | -9.2% | 0.06% | +7.4% |
| Q2 2023 | $507,440 | -8.1% | 4,495 | -7.1% | 0.05% | -11.5% |
| Q1 2023 | $552,416 | -11.4% | 4,836 | -5.9% | 0.06% | -14.1% |
| Q4 2022 | $623,257 | +19.4% | 5,139 | 0.0% | 0.07% | +2.9% |
| Q3 2022 | $522,000 | +4.8% | 5,139 | +2.6% | 0.07% | +7.8% |
| Q2 2022 | $498,000 | -19.7% | 5,009 | -13.6% | 0.06% | -5.9% |
| Q1 2022 | $620,000 | +26.5% | 5,798 | -8.3% | 0.07% | +28.3% |
| Q4 2021 | $490,000 | -47.4% | 6,320 | -6.8% | 0.05% | -10.2% |
| Q3 2021 | $932,000 | +79.9% | 6,778 | -0.8% | 0.06% | -11.9% |
| Q2 2021 | $518,000 | +12.1% | 6,833 | +0.4% | 0.07% | 0.0% |
| Q1 2021 | $462,000 | -17.1% | 6,805 | -36.7% | 0.07% | -22.1% |
| Q4 2020 | $557,000 | +3.1% | 10,757 | +122.3% | 0.09% | -74.6% |
| Q4 2014 | $540,000 | – | 4,840 | – | 0.34% | – |
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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% |