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 | $1,365,195 | +13.2% | 10,772 | +0.8% | 0.15% | -4.6% |
| Q2 2023 | $1,206,428 | -5.4% | 10,687 | -4.2% | 0.15% | +10.9% |
| Q1 2023 | $1,274,779 | -5.5% | 11,160 | +0.4% | 0.14% | -9.8% |
| Q4 2022 | $1,348,466 | +27.1% | 11,119 | +6.4% | 0.15% | +29.7% |
| Q3 2022 | $1,061,000 | +15.3% | 10,446 | +12.9% | 0.12% | +21.6% |
| Q2 2022 | $920,000 | -6.2% | 9,254 | +1.0% | 0.10% | +5.4% |
| Q1 2022 | $981,000 | +34.8% | 9,165 | -2.3% | 0.09% | +37.3% |
| Q4 2021 | $728,000 | +6.7% | 9,378 | +1.6% | 0.07% | +4.7% |
| Q3 2021 | $682,000 | +1.2% | 9,226 | +3.9% | 0.06% | +1.6% |
| Q2 2021 | $674,000 | +13.7% | 8,882 | +1.8% | 0.06% | +1.6% |
| Q1 2021 | $593,000 | +29.2% | 8,724 | -1.3% | 0.06% | +19.2% |
| Q4 2020 | $459,000 | +27.1% | 8,843 | -1.2% | 0.05% | +6.1% |
| Q3 2020 | $361,000 | -18.9% | 8,953 | +1.2% | 0.05% | -25.8% |
| Q2 2020 | $445,000 | +36.5% | 8,846 | +3.8% | 0.07% | +15.8% |
| Q1 2020 | $326,000 | +210.5% | 8,523 | +560.7% | 0.06% | +216.7% |
| Q4 2019 | $105,000 | – | 1,290 | – | 0.02% | – |
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% |