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 | $349,836 | +13.2% | 2,760 | +0.8% | 0.21% | +29.1% |
| Q2 2023 | $309,039 | -1.2% | 2,738 | 0.0% | 0.16% | +25.0% |
| Q1 2023 | $312,708 | -5.0% | 2,738 | +0.8% | 0.13% | -18.0% |
| Q4 2022 | $329,280 | -16.0% | 2,715 | -29.7% | 0.16% | -10.6% |
| Q3 2022 | $392,000 | +2.1% | 3,861 | 0.0% | 0.18% | +3.4% |
| Q2 2022 | $384,000 | -53.1% | 3,861 | -49.5% | 0.17% | +3.0% |
| Q1 2022 | $818,000 | +127.2% | 7,646 | +64.8% | 0.17% | +6.3% |
| Q4 2021 | $360,000 | +7.1% | 4,640 | +2.1% | 0.16% | -2.5% |
| Q3 2021 | $336,000 | -3.7% | 4,546 | -1.2% | 0.16% | -8.9% |
| Q2 2021 | $349,000 | +13.7% | 4,599 | +1.8% | 0.18% | -1.1% |
| Q1 2021 | $307,000 | +31.2% | 4,516 | 0.0% | 0.18% | +16.0% |
| Q4 2020 | $234,000 | +22.5% | 4,516 | -4.5% | 0.16% | +10.6% |
| Q3 2020 | $191,000 | -18.7% | 4,728 | +1.2% | 0.14% | -23.0% |
| Q2 2020 | $235,000 | +69.1% | 4,671 | +28.0% | 0.18% | +38.6% |
| Q1 2020 | $139,000 | -54.3% | 3,648 | -2.1% | 0.13% | -48.4% |
| Q4 2019 | $304,000 | – | 3,728 | – | 0.26% | – |
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% |