VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,369 | +12.3% | 3,301 | 0.0% | 0.06% | +24.0% |
| Q2 2023 | $372,650 | -1.1% | 3,301 | +0.0% | 0.05% | +2.0% |
| Q1 2023 | $376,959 | -5.8% | 3,300 | 0.0% | 0.05% | -16.9% |
| Q4 2022 | $400,224 | +19.5% | 3,300 | 0.0% | 0.06% | +1.7% |
| Q3 2022 | $335,000 | +2.1% | 3,300 | 0.0% | 0.06% | +3.6% |
| Q2 2022 | $328,000 | -7.1% | 3,300 | 0.0% | 0.06% | +9.8% |
| Q1 2022 | $353,000 | +37.9% | 3,300 | 0.0% | 0.05% | +50.0% |
| Q4 2021 | $256,000 | +4.9% | 3,300 | 0.0% | 0.03% | +3.0% |
| Q3 2021 | $244,000 | -2.4% | 3,300 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $250,000 | -68.1% | 3,300 | -83.9% | 0.03% | -73.0% |
| Q1 2020 | $784,000 | -15.6% | 20,525 | +72.3% | 0.13% | +15.6% |
| Q3 2019 | $929,000 | +4.5% | 11,909 | +13.9% | 0.11% | -4.4% |
| Q2 2019 | $889,000 | -4.9% | 10,458 | 0.0% | 0.11% | -4.2% |
| Q1 2019 | $935,000 | – | 10,458 | – | 0.12% | – |
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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% |