VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $769 | +11.3% | 6,070 | -0.8% | 0.12% | +13.3% |
| Q2 2023 | $691 | -99.9% | 6,120 | -7.2% | 0.10% | -14.6% |
| Q1 2023 | $753,347 | -7.1% | 6,595 | -1.3% | 0.12% | -14.0% |
| Q4 2022 | $810,514 | +18.8% | 6,683 | -0.4% | 0.14% | +0.7% |
| Q3 2022 | $682,000 | +2.1% | 6,713 | 0.0% | 0.14% | +5.2% |
| Q2 2022 | $668,000 | -9.1% | 6,713 | -2.2% | 0.14% | +1.5% |
| Q1 2022 | $735,000 | +37.4% | 6,863 | -0.4% | 0.13% | +37.1% |
| Q4 2021 | $535,000 | +5.1% | 6,888 | 0.0% | 0.10% | -4.0% |
| Q3 2021 | $509,000 | -2.7% | 6,888 | 0.0% | 0.10% | -2.9% |
| Q2 2021 | $523,000 | +11.8% | 6,888 | 0.0% | 0.10% | +5.1% |
| Q1 2021 | $468,000 | +33.0% | 6,888 | +1.5% | 0.10% | +20.7% |
| Q4 2020 | $352,000 | +32.8% | 6,788 | +3.3% | 0.08% | +12.3% |
| Q3 2020 | $265,000 | -16.7% | 6,570 | +4.0% | 0.07% | -18.9% |
| Q2 2020 | $318,000 | -17.8% | 6,320 | +27.5% | 0.09% | -15.1% |
| Q3 2019 | $387,000 | -23.2% | 4,958 | -16.3% | 0.11% | -22.6% |
| Q2 2019 | $504,000 | -6.5% | 5,923 | -1.8% | 0.14% | -8.7% |
| Q1 2019 | $539,000 | +4.3% | 6,033 | -10.0% | 0.15% | -9.1% |
| Q4 2018 | $517,000 | – | 6,703 | – | 0.16% | – |
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% |