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 | $2,092,731 | +4.7% | 16,512 | -6.7% | 0.22% | +2.3% |
| Q2 2023 | $1,998,153 | -3.2% | 17,700 | -2.1% | 0.21% | -13.4% |
| Q1 2023 | $2,065,050 | -6.5% | 18,078 | -0.8% | 0.25% | -12.1% |
| Q4 2022 | $2,209,479 | +17.8% | 18,218 | -1.3% | 0.28% | -0.4% |
| Q3 2022 | $1,876,000 | +2.0% | 18,464 | -0.1% | 0.28% | -1.1% |
| Q2 2022 | $1,839,000 | -7.6% | 18,483 | -0.6% | 0.28% | -1.7% |
| Q1 2022 | $1,990,000 | +25.8% | 18,592 | -8.8% | 0.29% | +29.0% |
| Q4 2021 | $1,582,000 | +3.7% | 20,382 | -1.2% | 0.22% | -5.5% |
| Q3 2021 | $1,525,000 | -1.5% | 20,631 | +1.1% | 0.24% | -2.5% |
| Q2 2021 | $1,548,000 | +11.5% | 20,404 | -0.1% | 0.24% | +3.4% |
| Q1 2021 | $1,388,000 | +30.6% | 20,419 | -0.4% | 0.24% | +19.3% |
| Q4 2020 | $1,063,000 | +27.0% | 20,497 | -1.3% | 0.20% | +13.2% |
| Q3 2020 | $837,000 | -19.8% | 20,762 | +0.2% | 0.17% | -22.7% |
| Q2 2020 | $1,043,000 | +32.4% | 20,726 | +0.5% | 0.22% | +10.8% |
| Q1 2020 | $788,000 | – | 20,627 | – | 0.20% | – |
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% |