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 | $8,605,693 | +49.7% | 67,900 | +33.3% | 0.10% | +45.5% |
| Q2 2023 | $5,750,539 | -4.6% | 50,939 | -3.4% | 0.07% | -10.8% |
| Q1 2023 | $6,025,087 | -22.8% | 52,745 | -18.0% | 0.07% | -28.8% |
| Q4 2022 | $7,804,084 | +21.9% | 64,348 | +2.1% | 0.10% | +6.1% |
| Q3 2022 | $6,402,000 | -19.1% | 63,028 | -20.8% | 0.10% | -17.6% |
| Q2 2022 | $7,911,000 | -1.5% | 79,536 | +6.0% | 0.12% | +8.2% |
| Q1 2022 | $8,031,000 | +36.1% | 75,045 | -1.3% | 0.11% | +23.6% |
| Q4 2021 | $5,901,000 | +13.2% | 76,032 | +7.8% | 0.09% | +2.3% |
| Q3 2021 | $5,213,000 | -1.9% | 70,539 | +0.7% | 0.09% | -9.4% |
| Q2 2021 | $5,314,000 | +25.8% | 70,035 | +12.9% | 0.10% | +5.5% |
| Q1 2021 | $4,224,000 | +96.5% | 62,051 | +49.9% | 0.09% | +78.4% |
| Q4 2020 | $2,150,000 | -1.3% | 41,393 | -24.0% | 0.05% | +45.7% |
| Q3 2020 | $2,178,000 | +196.7% | 54,489 | +275.0% | 0.04% | +66.7% |
| Q2 2020 | $734,000 | +35.4% | 14,529 | +3.2% | 0.02% | +31.2% |
| Q1 2020 | $542,000 | -20.2% | 14,081 | +69.1% | 0.02% | 0.0% |
| Q4 2019 | $679,000 | +6.1% | 8,329 | +1.2% | 0.02% | -38.5% |
| Q3 2019 | $640,000 | 0.0% | 8,232 | +9.3% | 0.03% | -7.1% |
| Q2 2019 | $640,000 | +15.5% | 7,529 | +21.6% | 0.03% | -3.4% |
| Q1 2019 | $554,000 | +27.4% | 6,193 | +8.6% | 0.03% | -60.3% |
| Q4 2018 | $435,000 | – | 5,704 | – | 0.07% | – |
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% |