VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $522,464 | +12.3% | 4,122 | +0.1% | 0.07% | +15.3% |
Q2 2023 | $465,039 | -1.2% | 4,119 | 0.0% | 0.06% | -9.2% |
Q1 2023 | $470,559 | -5.7% | 4,119 | +0.1% | 0.06% | -18.8% |
Q4 2022 | $499,249 | +19.7% | 4,116 | +0.2% | 0.08% | +5.3% |
Q3 2022 | $417,000 | +2.0% | 4,109 | 0.0% | 0.08% | +2.7% |
Q2 2022 | $409,000 | -7.0% | 4,109 | +0.1% | 0.07% | -3.9% |
Q1 2022 | $440,000 | +37.9% | 4,106 | +0.0% | 0.08% | +26.2% |
Q4 2021 | $319,000 | +5.3% | 4,104 | +0.2% | 0.06% | -12.9% |
Q3 2021 | $303,000 | -2.6% | 4,096 | 0.0% | 0.07% | -7.9% |
Q2 2021 | $311,000 | +11.9% | 4,096 | +0.1% | 0.08% | -6.2% |
Q1 2021 | $278,000 | +31.1% | 4,091 | 0.0% | 0.08% | +11.0% |
Q4 2020 | $212,000 | – | 4,091 | – | 0.07% | – |
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% |