VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,210,778 | -24.6% | 72,674 | -32.0% | 5.20% | -46.5% |
| Q2 2023 | $12,215,618 | 0.0% | 106,938 | 0.0% | 9.72% | +0.0% |
| Q1 2023 | $12,215,618 | -6.3% | 106,938 | -0.5% | 9.72% | -28.5% |
| Q4 2022 | $13,037,181 | +20.6% | 107,497 | +1.0% | 13.59% | +3.6% |
| Q3 2022 | $10,814,000 | -0.4% | 106,458 | -2.5% | 13.12% | +37.3% |
| Q2 2022 | $10,856,000 | -6.9% | 109,140 | +0.2% | 9.56% | +31.9% |
| Q1 2022 | $11,663,000 | +83.3% | 108,959 | +32.9% | 7.24% | +117.2% |
| Q4 2021 | $6,364,000 | +5.7% | 82,000 | +0.6% | 3.34% | -4.4% |
| Q3 2021 | $6,021,000 | +0.8% | 81,473 | +3.5% | 3.49% | -1.0% |
| Q2 2021 | $5,975,000 | +14.3% | 78,738 | +2.4% | 3.52% | +7.6% |
| Q1 2021 | $5,228,000 | – | 76,877 | – | 3.27% | – |
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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% |