VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 597 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,008,319 | -3.8% | 23,582 | -0.7% | 0.16% | -8.4% |
| Q1 2024 | $3,127,574 | +10.7% | 23,748 | -1.4% | 0.18% | +0.6% |
| Q4 2023 | $2,824,459 | -6.9% | 24,083 | +0.6% | 0.18% | -19.5% |
| Q3 2023 | $3,034,465 | +11.1% | 23,942 | -1.0% | 0.22% | +5.7% |
| Q2 2023 | $2,731,317 | -1.2% | 24,194 | +0.0% | 0.21% | -13.6% |
| Q1 2023 | $2,763,623 | -46.1% | 24,193 | -42.7% | 0.24% | -52.5% |
| Q4 2022 | $5,122,752 | +26.9% | 42,239 | +6.3% | 0.51% | +11.6% |
| Q3 2022 | $4,036,815 | +47.1% | 39,740 | +44.1% | 0.46% | +53.5% |
| Q2 2022 | $2,743,407 | +285.4% | 27,580 | +314.7% | 0.30% | +379.0% |
| Q1 2022 | $711,923 | +84.4% | 6,651 | +33.7% | 0.06% | +67.6% |
| Q4 2021 | $386,032 | +53.6% | 4,974 | +46.3% | 0.04% | +2.8% |
| Q3 2021 | $251,260 | -2.6% | 3,400 | 0.0% | 0.04% | -7.7% |
| Q2 2021 | $258,026 | +11.6% | 3,400 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $231,200 | – | 3,400 | – | 0.04% | – |
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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% |