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 | $1,993,745 | +11.5% | 15,731 | -0.6% | 0.58% | +10.6% |
| Q2 2023 | $1,787,383 | -2.8% | 15,833 | -1.7% | 0.53% | -8.0% |
| Q1 2023 | $1,838,957 | -4.0% | 16,099 | +1.9% | 0.57% | -11.6% |
| Q4 2022 | $1,915,324 | +23.7% | 15,793 | +3.6% | 0.65% | +12.7% |
| Q3 2022 | $1,548,000 | +4.2% | 15,244 | +2.0% | 0.58% | +13.4% |
| Q2 2022 | $1,486,000 | -9.2% | 14,942 | -2.3% | 0.51% | +4.1% |
| Q1 2022 | $1,637,000 | +41.2% | 15,297 | +2.5% | 0.49% | +53.1% |
| Q4 2021 | $1,159,000 | +67.5% | 14,931 | +59.5% | 0.32% | +92.7% |
| Q3 2021 | $692,000 | +51.8% | 9,362 | +55.7% | 0.16% | +57.1% |
| Q2 2021 | $456,000 | +37.8% | 6,011 | +23.4% | 0.10% | +29.6% |
| Q1 2021 | $331,000 | – | 4,872 | – | 0.08% | – |
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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% |