VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $469,334 | -5.6% | 4,109 | +0.2% | 0.04% | -20.8% |
| Q4 2022 | $497,247 | +20.1% | 4,100 | +0.5% | 0.05% | +178.9% |
| Q3 2022 | $414,000 | -5.7% | 4,078 | -7.6% | 0.02% | -9.5% |
| Q2 2022 | $439,000 | -6.8% | 4,413 | +0.2% | 0.02% | +10.5% |
| Q1 2022 | $471,000 | +49.5% | 4,404 | +8.4% | 0.02% | +90.0% |
| Q4 2021 | $315,000 | +5.4% | 4,062 | +0.5% | 0.01% | -80.8% |
| Q3 2021 | $299,000 | -0.7% | 4,040 | +1.8% | 0.05% | -3.7% |
| Q2 2021 | $301,000 | +11.9% | 3,968 | +0.4% | 0.05% | 0.0% |
| Q1 2021 | $269,000 | +31.2% | 3,951 | 0.0% | 0.05% | +14.9% |
| Q4 2020 | $205,000 | -4.7% | 3,951 | -26.1% | 0.05% | -17.5% |
| Q3 2020 | $215,000 | – | 5,345 | – | 0.06% | – |
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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% |