VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 550 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,211,613 | +9.0% | 17,450 | -2.9% | 1.32% | +11.7% |
| Q2 2023 | $2,028,633 | -5.8% | 17,970 | -4.7% | 1.18% | -11.6% |
| Q1 2023 | $2,153,236 | -43.5% | 18,850 | -40.0% | 1.33% | -48.8% |
| Q4 2022 | $3,808,798 | +14.1% | 31,405 | -4.5% | 2.60% | +13.1% |
| Q3 2022 | $3,339,000 | +63.0% | 32,870 | +59.6% | 2.30% | +57.6% |
| Q2 2022 | $2,049,000 | +3.4% | 20,600 | +11.3% | 1.46% | +16.0% |
| Q1 2022 | $1,982,000 | – | 18,515 | – | 1.26% | – |
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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% |