VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,329,982 | -3.1% | 18,264 | 0.0% | 0.08% | -11.5% |
| Q1 2024 | $2,405,413 | +13.1% | 18,264 | +0.7% | 0.09% | -3.3% |
| Q4 2023 | $2,126,336 | -6.9% | 18,130 | +0.6% | 0.09% | -22.4% |
| Q3 2023 | $2,283,522 | +37.4% | 18,017 | +22.4% | 0.12% | +38.1% |
| Q2 2023 | $1,662,004 | -1.2% | 14,722 | -0.0% | 0.08% | -11.6% |
| Q1 2023 | $1,681,846 | -5.0% | 14,723 | +0.9% | 0.10% | -10.4% |
| Q4 2022 | $1,769,492 | +22.3% | 14,590 | +2.4% | 0.11% | +24.7% |
| Q3 2022 | $1,447,000 | +2.1% | 14,249 | 0.0% | 0.08% | +3.7% |
| Q2 2022 | $1,417,000 | -5.3% | 14,249 | +1.9% | 0.08% | +17.1% |
| Q1 2022 | $1,496,000 | +38.9% | 13,980 | +0.8% | 0.07% | +37.3% |
| Q4 2021 | $1,077,000 | +41.0% | 13,874 | +34.1% | 0.05% | +30.8% |
| Q3 2021 | $764,000 | +213.1% | 10,344 | +221.2% | 0.04% | +200.0% |
| Q2 2021 | $244,000 | – | 3,220 | – | 0.01% | – |
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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% |