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 | $172,999 | +12.4% | 1,365 | +0.1% | 0.02% | +25.0% |
| Q2 2023 | $153,903 | -1.2% | 1,363 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $155,730 | -5.0% | 1,363 | +0.9% | 0.01% | -13.3% |
| Q4 2022 | $163,856 | +22.3% | 1,351 | +2.4% | 0.02% | +15.4% |
| Q3 2022 | $134,000 | +19.6% | 1,319 | +16.8% | 0.01% | +30.0% |
| Q2 2022 | $112,000 | -6.7% | 1,129 | +1.0% | 0.01% | +11.1% |
| Q1 2022 | $120,000 | +566.7% | 1,118 | +379.8% | 0.01% | +800.0% |
| Q4 2021 | $18,000 | – | 233 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 12,776 | $515,000 | 5.24% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 208,144 | $8,390,000 | 4.39% |
| Beacon Capital Management, Inc. | 2,093,145 | $84,375,000 | 4.04% |
| Keudell/Morrison Wealth Management | 88,095 | $3,551,000 | 2.28% |
| AJ WEALTH STRATEGIES, LLC | 539,400 | $21,743,000 | 2.21% |
| Praetorian Wealth Management, Inc. | 124,203 | $5,007,000 | 2.21% |
| Marotta Asset Management | 152,151 | $5,891,347,000 | 1.79% |
| Shilanski & Associates, Inc. | 58,496 | $2,358,000 | 1.60% |
| STEEL GROVE CAPITAL ADVISORS, LLC | 93,161 | $3,755,000 | 1.53% |
| WP Advisors, LLC | 42,439 | $1,711,000 | 1.03% |