VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,425,236 | -3.7% | 12,625 | -2.5% | 0.11% | -8.5% |
| Q1 2023 | $1,479,279 | +94061.6% | 12,950 | 0.0% | 0.12% | -11.3% |
| Q4 2022 | $1,571 | -99.9% | 12,950 | 0.0% | 0.13% | +8.1% |
| Q3 2022 | $1,315,000 | +2.1% | 12,950 | 0.0% | 0.12% | +4.2% |
| Q2 2022 | $1,288,000 | -7.1% | 12,950 | 0.0% | 0.12% | +4.4% |
| Q1 2022 | $1,386,000 | +37.9% | 12,950 | 0.0% | 0.11% | +39.5% |
| Q4 2021 | $1,005,000 | +2.7% | 12,950 | -2.3% | 0.08% | -6.9% |
| Q3 2021 | $979,000 | -2.7% | 13,250 | 0.0% | 0.09% | -2.2% |
| Q2 2021 | $1,006,000 | +11.7% | 13,250 | 0.0% | 0.09% | +2.3% |
| Q1 2021 | $901,000 | +28.7% | 13,250 | -1.9% | 0.09% | +24.3% |
| Q4 2020 | $700,000 | – | 13,500 | – | 0.07% | – |
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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% |