VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,961,811 | +8.0% | 15,479 | -3.8% | 1.82% | +100.0% |
| Q2 2023 | $1,817,301 | -5.4% | 16,098 | +1.6% | 0.91% | -52.4% |
| Q4 2022 | $1,920,954 | -35.3% | 15,839 | -46.3% | 1.92% | +24.6% |
| Q3 2022 | $2,968,000 | +99.6% | 29,504 | +97.7% | 1.54% | +0.1% |
| Q2 2022 | $1,487,000 | -5.8% | 14,920 | +1.2% | 1.54% | +29.8% |
| Q1 2022 | $1,579,000 | +42.1% | 14,748 | +3.0% | 1.18% | +43.7% |
| Q4 2021 | $1,111,000 | – | 14,313 | – | 0.82% | – |
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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% |