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 | $863,099 | -25.3% | 6,810 | -33.5% | 0.30% | -26.2% |
| Q2 2023 | $1,155,768 | -11.0% | 10,238 | -9.9% | 0.40% | -17.2% |
| Q1 2023 | $1,298,567 | -0.9% | 11,368 | +5.2% | 0.49% | -6.5% |
| Q4 2022 | $1,310,430 | +19.0% | 10,805 | -0.3% | 0.52% | +10.8% |
| Q3 2022 | $1,101,000 | +30.5% | 10,839 | +25.2% | 0.47% | +43.6% |
| Q2 2022 | $844,000 | -39.5% | 8,659 | -33.5% | 0.33% | -30.4% |
| Q1 2022 | $1,394,000 | +48.8% | 13,024 | +7.9% | 0.47% | +48.1% |
| Q4 2021 | $937,000 | +7.1% | 12,073 | +2.0% | 0.32% | +1.3% |
| Q3 2021 | $875,000 | +5.2% | 11,837 | +4.9% | 0.31% | +2.6% |
| Q2 2021 | $832,000 | +78.9% | 11,281 | +62.7% | 0.31% | +65.4% |
| Q1 2021 | $465,000 | +35.6% | 6,935 | +5.0% | 0.18% | +18.6% |
| Q4 2020 | $343,000 | +47.8% | 6,606 | +17.4% | 0.16% | +39.3% |
| Q3 2020 | $232,000 | +4.5% | 5,628 | +26.6% | 0.11% | -1.8% |
| Q2 2020 | $222,000 | -42.3% | 4,447 | -6.0% | 0.11% | -36.7% |
| Q4 2019 | $385,000 | +26.2% | 4,732 | +17.9% | 0.18% | +19.2% |
| Q3 2019 | $305,000 | +16.4% | 4,015 | +19.0% | 0.15% | -16.1% |
| Q2 2019 | $262,000 | +9.2% | 3,374 | +25.8% | 0.18% | +13.9% |
| Q1 2019 | $240,000 | – | 2,681 | – | 0.16% | – |
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% |