VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,649 | +12.3% | 4,755 | 0.0% | 0.41% | +9.1% |
| Q2 2023 | $536,792 | +5.5% | 4,755 | +6.7% | 0.38% | -6.9% |
| Q1 2023 | $509,009 | -3.8% | 4,456 | +2.1% | 0.40% | -14.4% |
| Q4 2022 | $529,387 | +25.7% | 4,365 | +5.4% | 0.47% | +20.8% |
| Q3 2022 | $421,000 | +3.7% | 4,141 | +1.4% | 0.39% | +7.1% |
| Q2 2022 | $406,000 | -8.4% | 4,084 | -1.2% | 0.36% | -7.4% |
| Q1 2022 | $443,000 | +57.7% | 4,135 | +14.1% | 0.39% | +60.4% |
| Q4 2021 | $281,000 | -13.3% | 3,625 | -17.3% | 0.24% | -18.9% |
| Q3 2021 | $324,000 | -4.4% | 4,385 | -1.7% | 0.30% | -7.6% |
| Q2 2021 | $339,000 | +1.2% | 4,462 | -9.5% | 0.33% | -7.6% |
| Q1 2021 | $335,000 | -23.3% | 4,928 | -41.6% | 0.35% | -17.5% |
| Q4 2020 | $437,000 | – | 8,445 | – | 0.43% | – |
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% |