VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $757,525 | +14.2% | 5,977 | +1.7% | 0.06% | +17.6% |
| Q2 2023 | $663,455 | +1.9% | 5,877 | +3.1% | 0.05% | -1.9% |
| Q1 2023 | $651,340 | -11.7% | 5,702 | -6.3% | 0.05% | -16.1% |
| Q4 2022 | $737,989 | +21.4% | 6,085 | +1.7% | 0.06% | +12.7% |
| Q3 2022 | $608,000 | +10.7% | 5,985 | +8.5% | 0.06% | +12.2% |
| Q2 2022 | $549,000 | -6.9% | 5,515 | 0.0% | 0.05% | +8.9% |
| Q1 2022 | $590,000 | +68.6% | 5,515 | +22.1% | 0.04% | +80.0% |
| Q4 2021 | $350,000 | +72.4% | 4,515 | +64.2% | 0.02% | +56.2% |
| Q3 2021 | $203,000 | -2.9% | 2,750 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $209,000 | -0.9% | 2,750 | +10.7% | 0.02% | -30.4% |
| Q2 2019 | $211,000 | -10.2% | 2,485 | -5.3% | 0.02% | -11.5% |
| Q1 2019 | $235,000 | 0.0% | 2,625 | +17.4% | 0.03% | +4.0% |
| Q3 2018 | $235,000 | +710.3% | 2,235 | +743.4% | 0.02% | +525.0% |
| Q1 2015 | $29,000 | – | 265 | – | 0.00% | – |
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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% |