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 | $418,242 | +12.3% | 3,300 | 0.0% | 0.09% | +19.2% |
| Q2 2023 | $372,537 | -1.2% | 3,300 | 0.0% | 0.08% | -7.1% |
| Q1 2023 | $376,959 | -5.8% | 3,300 | 0.0% | 0.08% | -10.6% |
| Q4 2022 | $400,287 | +16.0% | 3,300 | -2.9% | 0.09% | +10.6% |
| Q3 2022 | $345,000 | +2.1% | 3,397 | -0.0% | 0.08% | +11.8% |
| Q2 2022 | $338,000 | -7.1% | 3,398 | 0.0% | 0.08% | +8.6% |
| Q1 2022 | $364,000 | +37.9% | 3,398 | 0.0% | 0.07% | +45.8% |
| Q4 2021 | $264,000 | +5.2% | 3,398 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $251,000 | -2.7% | 3,398 | 0.0% | 0.05% | -4.0% |
| Q2 2021 | $258,000 | +11.7% | 3,398 | 0.0% | 0.05% | +4.2% |
| Q1 2021 | $231,000 | -43.5% | 3,398 | -11.2% | 0.05% | -58.3% |
| Q2 2015 | $409,000 | -49.6% | 3,825 | -48.5% | 0.12% | -51.7% |
| Q1 2015 | $811,000 | – | 7,425 | – | 0.24% | – |
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% |