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 | $988,678 | +10.5% | 7,801 | -1.6% | 0.04% | +8.8% |
| Q2 2023 | $894,611 | -2.2% | 7,925 | -1.0% | 0.03% | -10.5% |
| Q1 2023 | $914,597 | +72.2% | 8,007 | +82.8% | 0.04% | +52.0% |
| Q4 2022 | $531,031 | +31.1% | 4,379 | +9.8% | 0.02% | +19.0% |
| Q3 2022 | $405,000 | +3.3% | 3,988 | +1.1% | 0.02% | 0.0% |
| Q2 2022 | $392,000 | -11.7% | 3,946 | -4.9% | 0.02% | 0.0% |
| Q1 2022 | $444,000 | +36.6% | 4,151 | -0.8% | 0.02% | +40.0% |
| Q4 2021 | $325,000 | -3.0% | 4,183 | -7.7% | 0.02% | -11.8% |
| Q3 2021 | $335,000 | -24.5% | 4,532 | -22.5% | 0.02% | -29.2% |
| Q2 2021 | $444,000 | +65.1% | 5,851 | +47.8% | 0.02% | +50.0% |
| Q1 2021 | $269,000 | +5.1% | 3,958 | +49.2% | 0.02% | -68.0% |
| Q1 2017 | $256,000 | -77.0% | 2,652 | -76.7% | 0.05% | -81.4% |
| Q3 2016 | $1,112,000 | +7.4% | 11,380 | +4.6% | 0.27% | -2.2% |
| Q2 2016 | $1,035,000 | +10.8% | 10,880 | 0.0% | 0.28% | +9.6% |
| Q1 2016 | $934,000 | – | 10,880 | – | 0.25% | – |
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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% |