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 | $14,959,177 | +6.2% | 118,030 | -5.4% | 0.55% | +3.8% |
| Q2 2023 | $14,091,282 | +16.4% | 124,823 | +17.8% | 0.53% | +6.0% |
| Q1 2023 | $12,101,311 | -8.5% | 105,938 | -2.8% | 0.50% | -16.1% |
| Q4 2022 | $13,222,819 | +273.4% | 109,027 | +104.5% | 0.60% | +11.4% |
| Q3 2021 | $3,541,000 | -26.2% | 53,326 | -15.9% | 0.54% | -39.4% |
| Q2 2021 | $4,801,000 | +39.3% | 63,393 | +25.7% | 0.89% | +4.9% |
| Q1 2021 | $3,446,000 | +71.8% | 50,441 | +35.5% | 0.84% | +28.0% |
| Q4 2020 | $2,006,000 | – | 37,227 | – | 0.66% | – |
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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% |