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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $774,799 | +8.3% | 6,113 | -3.6% | 0.20% | +18.8% |
| Q2 2023 | $715,469 | +0.7% | 6,338 | +1.8% | 0.17% | -7.1% |
| Q1 2023 | $710,826 | -2.0% | 6,223 | +4.0% | 0.18% | -10.3% |
| Q4 2022 | $725,341 | +11.9% | 5,981 | -6.3% | 0.20% | -1.9% |
| Q3 2022 | $648,048 | +5.9% | 6,380 | +3.7% | 0.21% | +8.3% |
| Q2 2022 | $612,000 | +8.3% | 6,154 | +16.7% | 0.19% | +30.6% |
| Q1 2022 | $565,000 | +47.9% | 5,275 | +7.2% | 0.15% | +50.0% |
| Q4 2021 | $382,000 | +45.2% | 4,919 | +38.0% | 0.10% | +24.1% |
| Q3 2021 | $263,000 | +22.9% | 3,564 | +26.2% | 0.08% | +27.4% |
| Q2 2021 | $214,000 | -4.9% | 2,824 | -14.7% | 0.06% | -20.5% |
| Q1 2021 | $225,000 | +10.3% | 3,311 | +38.1% | 0.08% | -17.0% |
| Q2 2019 | $204,000 | +1.0% | 2,397 | +6.0% | 0.09% | -4.1% |
| Q1 2019 | $202,000 | – | 2,262 | – | 0.10% | – |
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% |