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 | $3,503,601 | +12.3% | 27,644 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $3,120,731 | -1.2% | 27,644 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $3,157,774 | -7.3% | 27,644 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $3,406,028 | +5982.2% | 28,084 | +5015.5% | 0.00% | – |
| Q3 2022 | $56,000 | +1.8% | 549 | 0.0% | 0.00% | – |
| Q2 2022 | $55,000 | -6.8% | 549 | 0.0% | 0.00% | – |
| Q1 2022 | $59,000 | +68.6% | 549 | +22.3% | 0.00% | – |
| Q4 2021 | $35,000 | +6.1% | 449 | 0.0% | 0.00% | – |
| Q3 2021 | $33,000 | -2.9% | 449 | 0.0% | 0.00% | – |
| Q2 2021 | $34,000 | +9.7% | 449 | 0.0% | 0.00% | – |
| Q1 2021 | $31,000 | +34.8% | 449 | +2.0% | 0.00% | – |
| Q4 2020 | $23,000 | +4.5% | 440 | -20.0% | 0.00% | – |
| Q3 2020 | $22,000 | -21.4% | 550 | 0.0% | 0.00% | – |
| Q2 2020 | $28,000 | -93.2% | 550 | -84.1% | 0.00% | – |
| Q3 2013 | $413,000 | +7.6% | 3,465 | +1.3% | 0.00% | – |
| Q2 2013 | $384,000 | – | 3,420 | – | 0.00% | – |
Download | ||||||
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% |