VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,223,295 | +12.1% | 9,652 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $1,091,646 | +2.7% | 9,670 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $1,063,367 | -5.8% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,128,995 | +19.3% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $946,000 | +2.2% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $926,000 | -7.1% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $997,000 | +38.9% | 9,309 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $718,000 | +5.0% | 9,253 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $684,000 | -2.6% | 9,253 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $702,000 | +11.6% | 9,253 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $629,000 | +31.0% | 9,253 | 0.0% | 0.00% | – |
| Q4 2020 | $480,000 | +92.8% | 9,253 | +50.1% | 0.00% | – |
| Q3 2020 | $249,000 | -19.7% | 6,163 | 0.0% | 0.00% | – |
| Q2 2020 | $310,000 | +36.6% | 6,163 | +3.7% | 0.00% | – |
| Q1 2020 | $227,000 | – | 5,942 | – | 0.00% | – |
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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% |