VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 550 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,122,854 | -83.2% | 8,859 | -84.9% | 0.05% | -84.8% |
| Q1 2023 | $6,701,044 | -9.7% | 58,662 | -4.1% | 0.33% | -16.9% |
| Q4 2022 | $7,422,314 | +18.0% | 61,199 | -1.2% | 0.40% | +6.7% |
| Q3 2022 | $6,291,000 | +0.0% | 61,948 | -2.0% | 0.37% | -0.5% |
| Q2 2022 | $6,289,000 | -4.3% | 63,231 | +3.0% | 0.37% | +7.2% |
| Q1 2022 | $6,569,000 | – | 61,375 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 12,776 | $515,000 | 5.24% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 208,144 | $8,390,000 | 4.39% |
| Beacon Capital Management, Inc. | 2,093,145 | $84,375,000 | 4.04% |
| Keudell/Morrison Wealth Management | 88,095 | $3,551,000 | 2.28% |
| AJ WEALTH STRATEGIES, LLC | 539,400 | $21,743,000 | 2.21% |
| Praetorian Wealth Management, Inc. | 124,203 | $5,007,000 | 2.21% |
| Marotta Asset Management | 152,151 | $5,891,347,000 | 1.79% |
| Shilanski & Associates, Inc. | 58,496 | $2,358,000 | 1.60% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 93,161 | $3,755,000 | 1.53% |
| WP Advisors, LLC | 42,439 | $1,711,000 | 1.03% |