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 | $211,529 | -10.7% | 1,669 | -20.5% | 0.00% | 0.0% |
| Q2 2023 | $236,956 | +3.8% | 2,099 | +5.0% | 0.00% | -25.0% |
| Q1 2023 | $228,346 | -77.5% | 1,999 | -86.6% | 0.00% | -81.0% |
| Q1 2021 | $1,015,000 | +39.0% | 14,918 | +5.9% | 0.02% | +23.5% |
| Q4 2020 | $730,000 | +39.8% | 14,086 | +8.6% | 0.02% | +30.8% |
| Q3 2020 | $522,000 | -19.2% | 12,965 | +0.9% | 0.01% | -31.6% |
| Q2 2020 | $646,000 | +0.3% | 12,846 | -23.8% | 0.02% | -17.4% |
| Q1 2020 | $644,000 | -24.8% | 16,863 | +60.4% | 0.02% | -8.0% |
| Q4 2019 | $856,000 | – | 10,510 | – | 0.02% | – |
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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% |