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 | $1,774 | +12.3% | 14 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,580 | -1.2% | 14 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,599 | -5.8% | 14 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,698 | +69.8% | 14 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,000 | – | 14 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 12,776 | $515,000 | 5.24% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 208,144 | $8,390,000 | 4.39% |
| Beacon Capital Management, Inc. | 2,093,145 | $84,375,000 | 4.04% |
| Keudell/Morrison Wealth Management | 88,095 | $3,551,000 | 2.28% |
| AJ WEALTH STRATEGIES, LLC | 539,400 | $21,743,000 | 2.21% |
| Praetorian Wealth Management, Inc. | 124,203 | $5,007,000 | 2.21% |
| Marotta Asset Management | 152,151 | $5,891,347,000 | 1.79% |
| Shilanski & Associates, Inc. | 58,496 | $2,358,000 | 1.60% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 93,161 | $3,755,000 | 1.53% |
| WP Advisors, LLC | 42,439 | $1,711,000 | 1.03% |