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 | $3,657,716 | +54.3% | 28,860 | +37.4% | 0.82% | +71.6% |
| Q2 2023 | $2,370,690 | -1.2% | 21,000 | 0.0% | 0.48% | +0.6% |
| Q1 2023 | $2,398,830 | -5.8% | 21,000 | 0.0% | 0.48% | -10.5% |
| Q4 2022 | $2,546,880 | +88.5% | 21,000 | +57.9% | 0.53% | +63.7% |
| Q3 2022 | $1,351,000 | +2.1% | 13,300 | 0.0% | 0.32% | +9.4% |
| Q2 2022 | $1,323,000 | -7.1% | 13,300 | 0.0% | 0.30% | +7.2% |
| Q1 2022 | $1,424,000 | +45.6% | 13,300 | +5.6% | 0.28% | +41.3% |
| Q4 2021 | $978,000 | +64.1% | 12,600 | +56.3% | 0.20% | +41.0% |
| Q3 2021 | $596,000 | +42.9% | 8,060 | +46.5% | 0.14% | +43.3% |
| Q2 2021 | $417,000 | -0.2% | 5,500 | -10.6% | 0.10% | -19.2% |
| Q1 2021 | $418,000 | +31.0% | 6,150 | 0.0% | 0.12% | +22.4% |
| Q4 2020 | $319,000 | +28.6% | 6,150 | 0.0% | 0.10% | +8.9% |
| Q3 2020 | $248,000 | -19.7% | 6,150 | 0.0% | 0.09% | -27.4% |
| Q2 2020 | $309,000 | +26.1% | 6,150 | -4.1% | 0.12% | +9.7% |
| Q1 2020 | $245,000 | -74.6% | 6,411 | -45.9% | 0.11% | -63.7% |
| Q4 2019 | $966,000 | +102.5% | 11,857 | +94.0% | 0.31% | +65.4% |
| Q3 2019 | $477,000 | -28.4% | 6,111 | -22.0% | 0.19% | -32.9% |
| Q2 2019 | $666,000 | -4.9% | 7,830 | 0.0% | 0.28% | -14.6% |
| Q1 2019 | $700,000 | +25.2% | 7,830 | +8.1% | 0.33% | +31.2% |
| Q4 2018 | $559,000 | +16.7% | 7,245 | +58.9% | 0.25% | +1.2% |
| Q3 2018 | $479,000 | -1.0% | 4,560 | -1.0% | 0.25% | 0.0% |
| Q2 2018 | $484,000 | +13.3% | 4,606 | -0.4% | 0.25% | +16.5% |
| Q1 2018 | $427,000 | -6.8% | 4,626 | 0.0% | 0.21% | -8.6% |
| Q4 2017 | $458,000 | +5.8% | 4,626 | 0.0% | 0.23% | +3.6% |
| Q3 2017 | $433,000 | +5.9% | 4,626 | 0.0% | 0.22% | 0.0% |
| Q2 2017 | $409,000 | -7.0% | 4,626 | +1.6% | 0.22% | -15.5% |
| Q1 2017 | $440,000 | -8.7% | 4,551 | -1.1% | 0.26% | -15.6% |
| Q4 2016 | $482,000 | – | 4,601 | – | 0.31% | – |
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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% |