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 | $530,202 | +66.9% | 4,183 | +48.6% | 0.02% | +66.7% |
| Q2 2023 | $317,730 | -4.6% | 2,815 | -3.4% | 0.01% | -7.7% |
| Q1 2023 | $332,924 | +209286.2% | 2,915 | +122.7% | 0.01% | +44.4% |
| Q4 2022 | $159 | -99.9% | 1,309 | -32.0% | 0.01% | -25.0% |
| Q3 2022 | $195,000 | -91.5% | 1,924 | -91.7% | 0.01% | -87.4% |
| Q2 2022 | $2,306,000 | +503.7% | 23,181 | +557.4% | 0.10% | +850.0% |
| Q1 2022 | $382,000 | +16.1% | 3,526 | -16.9% | 0.01% | +42.9% |
| Q4 2021 | $329,000 | -55.7% | 4,242 | -57.8% | 0.01% | -65.0% |
| Q3 2021 | $743,000 | +2.3% | 10,055 | +4.6% | 0.02% | 0.0% |
| Q2 2021 | $726,000 | +179.2% | 9,613 | +153.4% | 0.02% | +185.7% |
| Q1 2021 | $260,000 | – | 3,793 | – | 0.01% | – |
Download | ||||||
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% |