VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 270 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,837 | +12.6% | 1,848 | +0.5% | 0.08% | +19.0% |
| Q2 2023 | $209,357 | -0.3% | 1,839 | 0.0% | 0.06% | -4.5% |
| Q1 2023 | $210,017 | -10.2% | 1,839 | -4.7% | 0.07% | -18.5% |
| Q4 2022 | $233,894 | -6.4% | 1,929 | -20.6% | 0.08% | -9.0% |
| Q3 2022 | $250,000 | -22.1% | 2,428 | -24.8% | 0.09% | -19.1% |
| Q2 2022 | $321,000 | -12.3% | 3,228 | -5.5% | 0.11% | +0.9% |
| Q1 2022 | $366,000 | +32.6% | 3,415 | -3.9% | 0.11% | +55.7% |
| Q4 2021 | $276,000 | +4.9% | 3,554 | +0.9% | 0.07% | +9.4% |
| Q3 2021 | $263,000 | -1.5% | 3,521 | 0.0% | 0.06% | +6.7% |
| Q2 2021 | $267,000 | +6.0% | 3,521 | -5.1% | 0.06% | -13.0% |
| Q1 2021 | $252,000 | +25100.0% | 3,710 | +52900.0% | 0.07% | – |
| Q2 2017 | $1,000 | – | 7 | – | 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% |