VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,379,784 | +18.3% | 10,887 | +5.4% | 0.02% | -10.5% |
| Q2 2023 | $1,166,257 | -0.7% | 10,331 | +0.4% | 0.02% | -5.0% |
| Q1 2023 | $1,174,849 | -4.4% | 10,285 | +1.5% | 0.02% | -16.7% |
| Q4 2022 | $1,228,578 | +46.3% | 10,130 | +22.7% | 0.02% | +26.3% |
| Q3 2022 | $840,000 | +11.9% | 8,254 | +9.6% | 0.02% | +18.8% |
| Q2 2022 | $751,000 | -36.2% | 7,531 | -31.5% | 0.02% | 0.0% |
| Q1 2022 | $1,178,000 | +450.5% | 11,002 | +280.3% | 0.02% | +220.0% |
| Q3 2021 | $214,000 | – | 2,893 | – | 0.01% | – |
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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% |