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 | $606,451 | +3.8% | 4,785 | -7.5% | 0.06% | +7.7% |
| Q2 2023 | $584,206 | -21.5% | 5,175 | -20.6% | 0.05% | -27.8% |
| Q1 2023 | $744,323 | -24.5% | 6,516 | -19.9% | 0.07% | -29.4% |
| Q4 2022 | $986,249 | +88.2% | 8,132 | +57.6% | 0.10% | +108.2% |
| Q3 2022 | $524,000 | +84.5% | 5,159 | +100.1% | 0.05% | +96.0% |
| Q2 2022 | $284,000 | – | 2,578 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TrueWealth Financial Partners | 120,794 | $14,649,896 | 14.20% |
| RFG HOLDINGS, INC. | 107,497 | $13,037,181 | 13.59% |
| Main Management ETF Advisors, LLC | 838,040 | $101,637 | 9.49% |
| STAPP WEALTH MANAGEMENT, PLLC | 32,062 | $3,888 | 9.32% |
| Marmo Financial Group, LLC | 73,259 | $8,884,792 | 8.58% |
| CORA CAPITAL ADVISORS LLC | 88,356 | $10,715,758 | 7.37% |
| Boxwood Ventures, Inc. | 27,720 | $3,362 | 6.03% |
| M Financial Asset Management, Inc. | 12,969 | $1,573 | 5.74% |
| GoalFusion Wealth Management, LLC | 51,731 | $6,460,167 | 5.21% |
| Main Management LLC | 286,958 | $34,802 | 4.01% |