VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,198 | +12.0% | 9,455 | -0.3% | 0.64% | +15.6% |
| Q2 2023 | $1,070 | -6.1% | 9,481 | -5.0% | 0.55% | -10.4% |
| Q1 2023 | $1,140 | -6.0% | 9,981 | -0.2% | 0.62% | -8.5% |
| Q4 2022 | $1,213 | -99.9% | 10,001 | +0.3% | 0.67% | +20.8% |
| Q3 2022 | $1,013,000 | +5.3% | 9,975 | +3.1% | 0.56% | +11.6% |
| Q2 2022 | $962,000 | -7.1% | 9,675 | 0.0% | 0.50% | +9.4% |
| Q1 2022 | $1,036,000 | +37.9% | 9,675 | 0.0% | 0.46% | +45.1% |
| Q4 2021 | $751,000 | +17.2% | 9,675 | +11.5% | 0.32% | +9.8% |
| Q3 2021 | $641,000 | -2.1% | 8,675 | +0.6% | 0.29% | -3.7% |
| Q2 2021 | $655,000 | – | 8,625 | – | 0.30% | – |
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% |