VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,537,602 | +11.2% | 20,022 | -1.0% | 2.56% | +3.0% |
| Q2 2023 | $2,282,847 | +3.6% | 20,222 | +4.8% | 2.48% | -3.6% |
| Q1 2023 | $2,204,167 | -6.9% | 19,296 | -1.2% | 2.58% | -0.8% |
| Q4 2022 | $2,368,190 | +15.7% | 19,527 | -3.1% | 2.60% | +23.7% |
| Q3 2022 | $2,047,000 | +3.5% | 20,151 | +1.4% | 2.10% | +20.2% |
| Q2 2022 | $1,977,000 | -2.9% | 19,876 | +4.5% | 1.74% | +14.1% |
| Q1 2022 | $2,037,000 | +42.6% | 19,026 | +3.4% | 1.53% | +47.7% |
| Q4 2021 | $1,428,000 | +10.8% | 18,401 | +5.5% | 1.04% | -0.8% |
| Q3 2021 | $1,289,000 | +93.3% | 17,445 | +98.6% | 1.04% | +93.0% |
| Q2 2021 | $667,000 | – | 8,785 | – | 0.54% | – |
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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% |