VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,864,224 | +12.9% | 14,709 | +0.5% | 1.94% | +24.1% |
| Q2 2023 | $1,651,453 | -5.0% | 14,629 | -3.9% | 1.56% | -14.2% |
| Q1 2023 | $1,738,306 | -10.6% | 15,218 | -5.1% | 1.82% | -15.4% |
| Q4 2022 | $1,944,070 | +20.9% | 16,030 | +1.3% | 2.15% | +18.9% |
| Q3 2022 | $1,608,000 | +2.2% | 15,829 | +0.1% | 1.81% | +11.9% |
| Q2 2022 | $1,574,000 | -6.5% | 15,819 | +0.6% | 1.62% | +10.2% |
| Q1 2022 | $1,683,000 | +38.6% | 15,721 | +0.5% | 1.47% | +47.1% |
| Q4 2021 | $1,214,000 | – | 15,648 | – | 1.00% | – |
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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% |