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 | $561,054 | +14.9% | 4,427 | +2.3% | 0.11% | +19.8% |
Q2 2023 | $488,339 | +13.4% | 4,326 | +8.6% | 0.09% | -31.6% |
Q1 2023 | $430,565 | -7.9% | 3,985 | +5.3% | 0.13% | -10.7% |
Q4 2022 | $467,517 | +21.7% | 3,785 | +0.1% | 0.15% | -1.3% |
Q3 2022 | $384,000 | -2.3% | 3,783 | -4.2% | 0.15% | -33.2% |
Q2 2022 | $393,000 | -8.2% | 3,948 | -1.2% | 0.23% | +3.7% |
Q1 2022 | $428,000 | +38.1% | 3,994 | +0.0% | 0.22% | +20.4% |
Q4 2021 | $310,000 | +5.1% | 3,993 | +0.0% | 0.18% | +34.1% |
Q3 2021 | $295,000 | -2.6% | 3,992 | 0.0% | 0.14% | +2.3% |
Q2 2021 | $303,000 | +11.8% | 3,992 | +0.0% | 0.13% | +13.8% |
Q1 2021 | $271,000 | +29.0% | 3,991 | -1.7% | 0.12% | +18.4% |
Q4 2020 | $210,000 | +28.0% | 4,058 | +0.0% | 0.10% | +2.1% |
Q3 2020 | $164,000 | -19.6% | 4,057 | +0.0% | 0.10% | -25.6% |
Q2 2020 | $204,000 | +38.8% | 4,056 | +5.2% | 0.13% | +20.6% |
Q1 2020 | $147,000 | -65.0% | 3,854 | -25.2% | 0.11% | -46.8% |
Q4 2019 | $420,000 | +0.5% | 5,154 | -3.8% | 0.20% | -13.4% |
Q3 2019 | $418,000 | -8.5% | 5,359 | -0.4% | 0.23% | -12.8% |
Q2 2019 | $457,000 | -1.1% | 5,380 | +4.0% | 0.27% | -6.3% |
Q1 2019 | $462,000 | +17.0% | 5,173 | +1.1% | 0.28% | -1.0% |
Q4 2018 | $395,000 | -31.4% | 5,117 | -6.6% | 0.29% | -23.9% |
Q3 2018 | $576,000 | -7.1% | 5,476 | -7.2% | 0.38% | -18.4% |
Q2 2018 | $620,000 | -77.9% | 5,901 | -80.6% | 0.46% | -78.4% |
Q1 2018 | $2,803,000 | -6.6% | 30,341 | 0.0% | 2.14% | -3.3% |
Q4 2017 | $3,002,000 | +4.1% | 30,341 | -1.6% | 2.21% | -4.3% |
Q3 2017 | $2,885,000 | -26.3% | 30,825 | -30.3% | 2.31% | -28.6% |
Q2 2017 | $3,912,000 | -6.5% | 44,198 | +2.1% | 3.23% | -10.5% |
Q1 2017 | $4,186,000 | +40.0% | 43,282 | +51.6% | 3.61% | +41.9% |
Q4 2016 | $2,989,000 | +40.6% | 28,552 | +31.2% | 2.54% | +41.3% |
Q3 2016 | $2,126,000 | -11.7% | 21,759 | -14.0% | 1.80% | +24.4% |
Q2 2016 | $2,408,000 | +10.7% | 25,311 | -0.1% | 1.45% | +3.5% |
Q1 2016 | $2,175,000 | +52.1% | 25,342 | +47.3% | 1.40% | +71.7% |
Q4 2015 | $1,430,000 | – | 17,202 | – | 0.82% | – |
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% |