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 | $10,203,710 | +16.0% | 80,509 | +3.3% | 1.92% | +16.9% |
| Q2 2023 | $8,794,695 | -0.8% | 77,905 | +0.4% | 1.64% | -2.8% |
| Q1 2023 | $8,867,078 | -5.5% | 77,628 | +0.3% | 1.69% | -8.6% |
| Q4 2022 | $9,385,981 | +355.2% | 77,391 | +281.3% | 1.85% | +294.0% |
| Q3 2022 | $2,062,000 | +3.1% | 20,297 | +1.0% | 0.47% | +8.8% |
| Q2 2022 | $2,000,000 | -8.0% | 20,104 | -1.0% | 0.43% | +5.9% |
| Q1 2022 | $2,175,000 | +14.4% | 20,317 | -17.1% | 0.41% | +13.6% |
| Q4 2021 | $1,902,000 | +4.3% | 24,510 | -0.7% | 0.36% | -5.8% |
| Q3 2021 | $1,824,000 | -2.5% | 24,677 | +0.1% | 0.38% | -0.5% |
| Q2 2021 | $1,870,000 | +11.4% | 24,646 | -0.2% | 0.38% | +4.1% |
| Q1 2021 | $1,679,000 | +29.2% | 24,690 | -1.5% | 0.37% | +23.5% |
| Q4 2020 | $1,300,000 | +34.9% | 25,057 | +473.4% | 0.30% | +21.6% |
| Q3 2020 | $964,000 | +1317.6% | 4,370 | +219.4% | 0.24% | +1261.1% |
| Q2 2020 | $68,000 | -4.2% | 1,368 | -26.8% | 0.02% | -21.7% |
| Q1 2020 | $71,000 | – | 1,868 | – | 0.02% | – |
Download | ||||||
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% |