VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,524 | +12.3% | 3,965 | 0.0% | 0.28% | +10.0% |
| Q2 2023 | $447,609 | -1.2% | 3,965 | 0.0% | 0.26% | -11.0% |
| Q1 2023 | $452,922 | -5.8% | 3,965 | 0.0% | 0.29% | -7.9% |
| Q4 2022 | $480,875 | +19.3% | 3,965 | 0.0% | 0.32% | +4.6% |
| Q3 2022 | $403,000 | +2.3% | 3,965 | 0.0% | 0.30% | +6.0% |
| Q2 2022 | $394,000 | -7.1% | 3,965 | 0.0% | 0.28% | +7.1% |
| Q1 2022 | $424,000 | +37.7% | 3,965 | 0.0% | 0.27% | +42.2% |
| Q4 2021 | $308,000 | +4.4% | 3,965 | 0.0% | 0.19% | -3.6% |
| Q3 2021 | $295,000 | -2.0% | 3,965 | 0.0% | 0.19% | -2.0% |
| Q2 2021 | $301,000 | +11.5% | 3,965 | 0.0% | 0.20% | 0.0% |
| Q1 2021 | $270,000 | +31.1% | 3,965 | 0.0% | 0.20% | +29.4% |
| Q4 2020 | $206,000 | +28.8% | 3,965 | 0.0% | 0.15% | +15.0% |
| Q3 2020 | $160,000 | -19.6% | 3,965 | 0.0% | 0.13% | -25.7% |
| Q2 2020 | $199,000 | – | 3,965 | – | 0.18% | – |
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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% |