VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,423,691 | +13.5% | 34,774 | +1.2% | 1.80% | +14.3% |
| Q2 2023 | $3,897,644 | -3.1% | 34,371 | +1.6% | 1.58% | -12.8% |
| Q1 2023 | $4,023,837 | -0.6% | 33,831 | +1.4% | 1.81% | +2.3% |
| Q4 2022 | $4,046,867 | -26.6% | 33,368 | -39.8% | 1.77% | -31.4% |
| Q2 2022 | $5,516,000 | -7.1% | 55,456 | +0.0% | 2.58% | +3.6% |
| Q1 2022 | $5,936,000 | +35.1% | 55,452 | -2.1% | 2.49% | +33.1% |
| Q4 2021 | $4,394,000 | +7.1% | 56,615 | +1.9% | 1.87% | -1.9% |
| Q3 2021 | $4,104,000 | -13.8% | 55,535 | -11.5% | 1.91% | -15.6% |
| Q2 2021 | $4,762,000 | +17.8% | 62,752 | +5.5% | 2.26% | +4.7% |
| Q1 2021 | $4,043,000 | +32.1% | 59,457 | +0.7% | 2.16% | +16.1% |
| Q4 2020 | $3,061,000 | +29.8% | 59,028 | +0.9% | 1.86% | +16.3% |
| Q3 2020 | $2,358,000 | – | 58,496 | – | 1.60% | – |
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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% |