VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $517,069 | +12.0% | 4,080 | -0.2% | 0.02% | +16.7% |
| Q2 2023 | $461,467 | +19.7% | 4,088 | +21.1% | 0.02% | +12.5% |
| Q1 2023 | $385,499 | -28.6% | 3,375 | -24.2% | 0.02% | -48.4% |
| Q4 2022 | $540,000 | +75.9% | 4,451 | +47.4% | 0.03% | +82.4% |
| Q3 2022 | $307,000 | -3.8% | 3,019 | -5.8% | 0.02% | +6.2% |
| Q2 2022 | $319,000 | -7.0% | 3,204 | +0.0% | 0.02% | 0.0% |
| Q1 2022 | $343,000 | +46.0% | 3,203 | +5.6% | 0.02% | +23.1% |
| Q4 2021 | $235,000 | – | 3,034 | – | 0.01% | – |
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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% |