VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 287 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,409,327 | +11.5% | 19,010 | -0.7% | 0.14% | +16.0% |
| Q2 2023 | $2,160,150 | -0.7% | 19,135 | +0.5% | 0.12% | -7.0% |
| Q1 2023 | $2,174,368 | -5.9% | 19,035 | -0.1% | 0.13% | -11.1% |
| Q4 2022 | $2,311,597 | +19.3% | 19,060 | -0.1% | 0.14% | +8.3% |
| Q3 2022 | $1,938,000 | -1.4% | 19,075 | -3.4% | 0.13% | +3.1% |
| Q2 2022 | $1,965,000 | -7.7% | 19,755 | -0.7% | 0.13% | +10.3% |
| Q1 2022 | $2,129,000 | +37.2% | 19,890 | -0.5% | 0.12% | +50.0% |
| Q4 2021 | $1,552,000 | +4.6% | 19,995 | -0.4% | 0.08% | -3.7% |
| Q3 2021 | $1,484,000 | -2.6% | 20,080 | 0.0% | 0.08% | -3.6% |
| Q2 2021 | $1,523,000 | +11.3% | 20,080 | -0.2% | 0.08% | +2.4% |
| Q1 2021 | $1,368,000 | +31.0% | 20,130 | -0.0% | 0.08% | +24.2% |
| Q4 2020 | $1,044,000 | +26.2% | 20,140 | -1.8% | 0.07% | +8.2% |
| Q3 2020 | $827,000 | -12.1% | 20,510 | +9.6% | 0.06% | -18.7% |
| Q2 2020 | $941,000 | – | 18,710 | – | 0.08% | – |
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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% |