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 | $469,572 | +12.3% | 3,705 | 0.0% | 0.31% | +18.5% |
| Q2 2023 | $418,257 | -1.2% | 3,705 | 0.0% | 0.26% | -11.7% |
| Q1 2023 | $423,222 | -5.8% | 3,705 | 0.0% | 0.30% | -9.4% |
| Q4 2022 | $449,342 | +19.5% | 3,705 | 0.0% | 0.33% | +9.2% |
| Q3 2022 | $376,000 | +1.9% | 3,705 | 0.0% | 0.30% | +5.9% |
| Q2 2022 | $369,000 | -9.6% | 3,705 | -2.8% | 0.29% | +6.7% |
| Q1 2022 | $408,000 | +37.8% | 3,810 | 0.0% | 0.27% | +40.3% |
| Q4 2021 | $296,000 | +5.7% | 3,810 | +0.5% | 0.19% | -1.0% |
| Q3 2021 | $280,000 | +2.2% | 3,790 | +4.8% | 0.19% | 0.0% |
| Q2 2021 | $274,000 | +16.1% | 3,615 | +4.3% | 0.19% | +3.8% |
| Q1 2021 | $236,000 | – | 3,467 | – | 0.19% | – |
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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% |