VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $270,936 | -1.2% | 2,400 | 0.0% | 0.14% | -7.4% |
| Q1 2023 | $274,152 | +94110.3% | 2,400 | 0.0% | 0.15% | -8.0% |
| Q4 2022 | $291 | -99.9% | 2,400 | 0.0% | 0.16% | +8.7% |
| Q3 2022 | $244,000 | +2.1% | 2,400 | 0.0% | 0.15% | +8.0% |
| Q2 2022 | $239,000 | -7.0% | 2,400 | 0.0% | 0.14% | +7.0% |
| Q1 2022 | $257,000 | +38.2% | 2,400 | 0.0% | 0.13% | +37.2% |
| Q4 2021 | $186,000 | +5.1% | 2,400 | 0.0% | 0.09% | -3.1% |
| Q3 2021 | $177,000 | -2.7% | 2,400 | 0.0% | 0.10% | +2.1% |
| Q2 2021 | $182,000 | +11.7% | 2,400 | 0.0% | 0.10% | +5.6% |
| Q1 2021 | $163,000 | +31.5% | 2,400 | 0.0% | 0.09% | +23.3% |
| Q4 2020 | $124,000 | +27.8% | 2,400 | 0.0% | 0.07% | +10.6% |
| Q3 2020 | $97,000 | +61.7% | 2,400 | +100.0% | 0.07% | +50.0% |
| Q2 2020 | $60,000 | – | 1,200 | – | 0.04% | – |
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% |