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 | $1,059,417 | +9.0% | 8,359 | -2.9% | 0.02% | +11.8% |
Q2 2023 | $971,864 | -0.6% | 8,609 | +0.5% | 0.02% | -5.6% |
Q1 2023 | $978,145 | -9.0% | 8,563 | -3.4% | 0.02% | -14.3% |
Q4 2022 | $1,074,902 | +19.4% | 8,863 | 0.0% | 0.02% | +10.5% |
Q3 2022 | $900,000 | +2.0% | 8,863 | 0.0% | 0.02% | +5.6% |
Q2 2022 | $882,000 | -7.5% | 8,863 | -0.6% | 0.02% | +12.5% |
Q1 2022 | $954,000 | +35.9% | 8,913 | -1.5% | 0.02% | +45.5% |
Q4 2021 | $702,000 | +7.8% | 9,048 | +2.8% | 0.01% | -8.3% |
Q3 2021 | $651,000 | -2.3% | 8,803 | +0.3% | 0.01% | 0.0% |
Q2 2021 | $666,000 | +11.6% | 8,775 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $597,000 | +29.5% | 8,775 | -1.2% | 0.01% | +20.0% |
Q4 2020 | $461,000 | +17.3% | 8,880 | -8.9% | 0.01% | +11.1% |
Q3 2020 | $393,000 | +0.3% | 9,748 | +25.0% | 0.01% | -18.2% |
Q2 2020 | $392,000 | -32.5% | 7,800 | -48.7% | 0.01% | -42.1% |
Q1 2020 | $581,000 | +270.1% | 15,207 | +691.6% | 0.02% | +375.0% |
Q4 2019 | $157,000 | +4.7% | 1,921 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $150,000 | -10.2% | 1,921 | -2.3% | 0.00% | -20.0% |
Q2 2019 | $167,000 | -5.1% | 1,966 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $176,000 | +16.6% | 1,966 | +0.4% | 0.01% | 0.0% |
Q4 2018 | $151,000 | +14.4% | 1,959 | +56.2% | 0.01% | +25.0% |
Q3 2018 | $132,000 | +69.2% | 1,254 | +68.3% | 0.00% | +33.3% |
Q2 2018 | $78,000 | -11.4% | 745 | -22.0% | 0.00% | 0.0% |
Q1 2018 | $88,000 | -6.4% | 955 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $94,000 | +5.6% | 955 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $89,000 | +4.7% | 955 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $85,000 | -7.6% | 955 | 0.0% | 0.00% | -25.0% |
Q1 2017 | $92,000 | -3.2% | 955 | +4.9% | 0.00% | 0.0% |
Q4 2016 | $95,000 | +6.7% | 910 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $89,000 | +2.3% | 910 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $87,000 | +11.5% | 910 | 0.0% | 0.00% | +33.3% |
Q1 2016 | $78,000 | +2.6% | 910 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $76,000 | -1.3% | 910 | 0.0% | 0.00% | -25.0% |
Q3 2015 | $77,000 | -20.6% | 910 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $97,000 | +321.7% | 910 | +333.3% | 0.00% | +300.0% |
Q1 2015 | $23,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $23,000 | -17.9% | 210 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $28,000 | -6.7% | 210 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $30,000 | +11.1% | 210 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $27,000 | -90.3% | 210 | -90.5% | 0.00% | -92.9% |
Q4 2013 | $279,000 | +5.7% | 2,210 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $264,000 | +5.6% | 2,210 | -0.5% | 0.01% | 0.0% |
Q2 2013 | $250,000 | – | 2,220 | – | 0.01% | – |
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% |