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 | $217,768 | -9.8% | 1,718 | -18.7% | 0.01% | -28.6% |
| Q1 2023 | $241,446 | +5.0% | 2,114 | +11.4% | 0.01% | -12.5% |
| Q4 2022 | $230,009 | -12.9% | 1,897 | -28.6% | 0.02% | -20.0% |
| Q2 2022 | $264,000 | -36.5% | 2,656 | -31.7% | 0.02% | -31.0% |
| Q1 2022 | $416,000 | +90.8% | 3,888 | +72.8% | 0.03% | -65.9% |
| Q1 2017 | $218,000 | -19.0% | 2,250 | -12.5% | 0.08% | -20.6% |
| Q4 2016 | $269,000 | -10.3% | 2,570 | -16.4% | 0.11% | -6.1% |
| Q3 2016 | $300,000 | +13.2% | 3,073 | +10.5% | 0.11% | +6.5% |
| Q2 2016 | $265,000 | +16.2% | 2,781 | +4.5% | 0.11% | +10.3% |
| Q1 2016 | $228,000 | +2.7% | 2,662 | +1.5% | 0.10% | -13.4% |
| Q3 2015 | $222,000 | -34.5% | 2,622 | -15.4% | 0.11% | -34.1% |
| Q1 2015 | $339,000 | +25.6% | 3,100 | +28.1% | 0.17% | +17.2% |
| Q4 2014 | $270,000 | +35.0% | 2,420 | +73.9% | 0.14% | +20.8% |
| Q2 2014 | $200,000 | -9.5% | 1,392 | -19.2% | 0.12% | -20.5% |
| Q1 2014 | $221,000 | -3.9% | 1,722 | -5.5% | 0.15% | -11.2% |
| Q4 2013 | $230,000 | – | 1,822 | – | 0.17% | – |
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% |