VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517,367 | +12.5% | 4,082 | +0.2% | 0.03% | +3.0% |
| Q2 2023 | $459,871 | +9.7% | 4,073 | +11.0% | 0.03% | +3.1% |
| Q1 2023 | $419,224 | -5.8% | 3,670 | 0.0% | 0.03% | -13.5% |
| Q4 2022 | $445,098 | +7.8% | 3,670 | -9.8% | 0.04% | -14.0% |
| Q3 2022 | $413,000 | +1.5% | 4,070 | -0.5% | 0.04% | +16.2% |
| Q2 2022 | $407,000 | -7.1% | 4,090 | 0.0% | 0.04% | +2.8% |
| Q1 2022 | $438,000 | +23.7% | 4,090 | -10.2% | 0.04% | +44.0% |
| Q4 2021 | $354,000 | +5.4% | 4,554 | +0.2% | 0.02% | -13.8% |
| Q3 2021 | $336,000 | -2.6% | 4,543 | 0.0% | 0.03% | -6.5% |
| Q2 2021 | $345,000 | +10.2% | 4,543 | -1.3% | 0.03% | -6.1% |
| Q1 2021 | $313,000 | +51.2% | 4,601 | +15.2% | 0.03% | +13.8% |
| Q4 2020 | $207,000 | +1280.0% | 3,995 | +898.8% | 0.03% | +163.6% |
| Q1 2020 | $15,000 | – | 400 | – | 0.01% | – |
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% |