VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,323,628 | +23.5% | 18,209 | +10.2% | 3.13% | +56.2% |
| Q2 2023 | $1,881,643 | +5.3% | 16,527 | +5.7% | 2.00% | +4.3% |
| Q1 2023 | $1,786,825 | -8.3% | 15,642 | +0.1% | 1.92% | -10.8% |
| Q4 2022 | $1,949,354 | -1.2% | 15,625 | -16.9% | 2.15% | -7.4% |
| Q3 2022 | $1,973,000 | -2.9% | 18,807 | -7.9% | 2.32% | +2.4% |
| Q2 2022 | $2,032,000 | -12.4% | 20,431 | -5.7% | 2.27% | -2.2% |
| Q1 2022 | $2,319,000 | +30.5% | 21,664 | -1.4% | 2.32% | +34.7% |
| Q4 2021 | $1,777,000 | – | 21,975 | – | 1.72% | – |
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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% |