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 | $1,982,671 | +9.7% | 15,644 | -2.3% | 1.60% | +12.7% |
| Q2 2023 | $1,807,342 | -1.2% | 16,010 | 0.0% | 1.42% | -9.0% |
| Q1 2023 | $1,828,795 | -5.8% | 16,010 | +136.7% | 1.56% | -12.9% |
| Q4 2022 | $1,941,431 | +182.6% | 6,764 | 0.0% | 1.79% | +71.6% |
| Q3 2022 | $687,000 | -56.8% | 6,764 | -57.7% | 1.04% | -48.9% |
| Q2 2022 | $1,592,000 | -15.8% | 16,003 | -9.4% | 2.04% | +4.4% |
| Q1 2022 | $1,890,000 | +36.9% | 17,656 | -0.8% | 1.96% | +62.5% |
| Q4 2021 | $1,381,000 | – | 17,795 | – | 1.20% | – |
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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% |