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 | $367 | +10.9% | 2,892 | -1.3% | 0.21% | +11.8% |
| Q2 2023 | $331 | -6.5% | 2,929 | +0.4% | 0.19% | -22.4% |
| Q4 2022 | $354 | -99.9% | 2,918 | +2.2% | 0.24% | +9.0% |
| Q3 2022 | $290,000 | +2.1% | 2,856 | 0.0% | 0.22% | +16.9% |
| Q2 2022 | $284,000 | -6.3% | 2,856 | +0.9% | 0.19% | +13.2% |
| Q1 2022 | $303,000 | +49.3% | 2,831 | +8.2% | 0.17% | +56.1% |
| Q4 2021 | $203,000 | – | 2,616 | – | 0.11% | – |
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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% |