VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $965,759 | +7.3% | 7,620 | -4.4% | 0.39% | +11.9% |
| Q2 2023 | $899,733 | -9.7% | 7,970 | -8.6% | 0.35% | -10.4% |
| Q1 2023 | $996,543 | -6.0% | 8,724 | -0.1% | 0.39% | -18.3% |
| Q4 2022 | $1,059,623 | +14.7% | 8,737 | -3.9% | 0.48% | +7.8% |
| Q3 2022 | $924,000 | -5.9% | 9,093 | -7.9% | 0.45% | -4.1% |
| Q2 2022 | $982,000 | -15.9% | 9,872 | -2.6% | 0.46% | -10.2% |
| Q1 2022 | $1,167,000 | +41.8% | 10,132 | -4.5% | 0.52% | +56.0% |
| Q4 2021 | $823,000 | -7.4% | 10,606 | -11.9% | 0.33% | -6.5% |
| Q3 2021 | $889,000 | – | 12,035 | – | 0.36% | – |
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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% |