VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $799,416 | +58.5% | 6,308 | +41.2% | 0.05% | +58.8% |
| Q2 2023 | $504,453 | +102.6% | 4,469 | +82.0% | 0.03% | +61.9% |
| Q3 2022 | $249,000 | -38.8% | 2,455 | -35.5% | 0.02% | -34.4% |
| Q1 2022 | $407,000 | +33.0% | 3,806 | -4.0% | 0.03% | +18.5% |
| Q4 2021 | $306,000 | 0.0% | 3,964 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $306,000 | -11.8% | 3,964 | -23.7% | 0.03% | -25.0% |
| Q1 2021 | $347,000 | +49.6% | 5,197 | +16.4% | 0.04% | +28.6% |
| Q4 2020 | $232,000 | -67.8% | 4,464 | -34.8% | 0.03% | -89.4% |
| Q2 2018 | $720,000 | – | 6,849 | – | 0.26% | – |
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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% |