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 | $456,621 | +3.7% | 3,603 | -7.7% | 0.31% | +6.2% |
| Q2 2023 | $440,442 | -6.0% | 3,902 | -4.9% | 0.29% | -24.1% |
| Q1 2023 | $468,516 | -15.5% | 4,102 | -10.2% | 0.38% | +10.7% |
| Q4 2022 | $554,269 | -8.5% | 4,570 | -23.4% | 0.34% | -13.8% |
| Q3 2022 | $606,000 | -2.7% | 5,964 | -4.8% | 0.40% | +11.7% |
| Q2 2022 | $623,000 | -12.0% | 6,265 | -5.2% | 0.36% | +2.0% |
| Q1 2022 | $708,000 | +28.3% | 6,612 | -7.0% | 0.35% | +26.3% |
| Q4 2021 | $552,000 | +5.1% | 7,111 | +0.1% | 0.28% | -7.6% |
| Q3 2021 | $525,000 | -4.4% | 7,106 | 0.0% | 0.30% | -12.0% |
| Q2 2021 | $549,000 | +15.8% | 7,106 | +0.0% | 0.34% | +20.4% |
| Q1 2021 | $474,000 | +11.5% | 7,104 | +0.0% | 0.28% | -12.1% |
| Q4 2020 | $425,000 | – | 7,102 | – | 0.32% | – |
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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% |