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 | $421,015 | +12.3% | 3,322 | 0.0% | 0.25% | +12.6% |
| Q2 2023 | $375,007 | -6.4% | 3,322 | -5.2% | 0.22% | -11.5% |
| Q1 2023 | $400,476 | -7.8% | 3,506 | -2.1% | 0.25% | -11.6% |
| Q4 2022 | $434,289 | +15.2% | 3,581 | -3.6% | 0.28% | +6.7% |
| Q3 2022 | $377,000 | -1.8% | 3,715 | -3.9% | 0.27% | +6.0% |
| Q2 2022 | $384,000 | +31.5% | 3,865 | +2.7% | 0.25% | +57.5% |
| Q4 2021 | $292,000 | -29.5% | 3,765 | -2.6% | 0.16% | -33.1% |
| Q1 2021 | $414,000 | – | 3,865 | – | 0.24% | – |
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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% |