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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $203,915 | -2.5% | 1,548 | -6.1% | 0.01% | -33.3% |
| Q3 2023 | $209,045 | -81.2% | 1,649 | -83.2% | 0.02% | -79.5% |
| Q2 2023 | $1,109,120 | -84.9% | 9,825 | -84.7% | 0.07% | -81.9% |
| Q1 2023 | $7,358,210 | -7.2% | 64,416 | -1.4% | 0.40% | -21.7% |
| Q4 2022 | $7,927,176 | +23.3% | 65,363 | +3.2% | 0.52% | +11.0% |
| Q3 2022 | $6,431,000 | -21.9% | 63,309 | -23.5% | 0.46% | -20.1% |
| Q2 2022 | $8,230,000 | -2.0% | 82,740 | +5.5% | 0.58% | +13.2% |
| Q1 2022 | $8,394,000 | +45.5% | 78,419 | +5.5% | 0.51% | +43.2% |
| Q4 2021 | $5,771,000 | +7.6% | 74,356 | +2.5% | 0.36% | -12.0% |
| Q3 2021 | $5,362,000 | +1070.7% | 72,560 | +1101.7% | 0.41% | +1065.7% |
| Q2 2021 | $458,000 | +13.6% | 6,038 | +1.9% | 0.04% | +2.9% |
| Q1 2021 | $403,000 | +31.3% | 5,928 | 0.0% | 0.03% | +17.2% |
| Q4 2020 | $307,000 | – | 5,928 | – | 0.03% | – |
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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% |