VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,117 | +12.7% | 837 | +0.4% | 0.05% | +24.3% |
| Q2 2023 | $94,173 | -2.8% | 834 | 0.0% | 0.04% | -22.9% |
| Q1 2023 | $96,907 | -3.9% | 834 | +0.4% | 0.05% | +4.3% |
| Q4 2022 | $100,802 | +55.1% | 831 | +29.6% | 0.05% | +39.4% |
| Q3 2022 | $65,000 | +32.7% | 641 | +31.4% | 0.03% | +32.0% |
| Q2 2022 | $49,000 | -27.9% | 488 | -23.6% | 0.02% | -16.7% |
| Q1 2022 | $68,000 | +78.9% | 639 | +30.9% | 0.03% | +100.0% |
| Q4 2021 | $38,000 | +5.6% | 488 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $36,000 | -2.7% | 488 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $37,000 | +2.8% | 488 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $36,000 | +44.0% | 488 | 0.0% | 0.02% | +28.6% |
| Q4 2020 | $25,000 | +25.0% | 488 | 0.0% | 0.01% | +16.7% |
| Q3 2020 | $20,000 | – | 488 | – | 0.01% | – |
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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% |