Jacobi Capital Management LLC - VANGUARD WORLD FDS ownership

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
Jacobi Capital Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$286,921
+1.3%
2,264
-9.8%
0.03%0.0%
Q2 2023$283,203
-1.2%
2,5090.0%0.03%
-5.9%
Q1 2023$286,563
-5.4%
2,509
+0.5%
0.03%
-10.5%
Q4 2022$302,831
+21.1%
2,497
+1.3%
0.04%
+11.8%
Q3 2022$250,000
-2.0%
2,464
-3.8%
0.03%0.0%
Q2 2022$255,000
-10.2%
2,561
-3.4%
0.03%0.0%
Q1 2022$284,000
+19.8%
2,651
-13.2%
0.03%
+21.4%
Q4 2021$237,000
-7.4%
3,053
-11.9%
0.03%
-15.2%
Q3 2021$256,000
-10.5%
3,467
-8.0%
0.03%
-13.2%
Q2 2021$286,000
+9.2%
3,768
-2.1%
0.04%
-2.6%
Q1 2021$262,000
+773.3%
3,847
+554.3%
0.04%
+680.0%
Q4 2020$30,000
+25.0%
588
+0.2%
0.01%
+25.0%
Q3 2020$24,000
-29.4%
587
-12.4%
0.00%
-33.3%
Q2 2020$34,000
+54.5%
670
+14.7%
0.01%
+20.0%
Q1 2020$22,000
-88.2%
584
-74.5%
0.01%
-85.3%
Q4 2019$186,000
-1.6%
2,288
-5.6%
0.03%
-8.1%
Q3 2019$189,000
+20.4%
2,425
+31.2%
0.04%
+15.6%
Q2 2019$157,000
-4.3%
1,848
+0.7%
0.03%
-23.8%
Q1 2019$164,000
+11.6%
1,836
-3.7%
0.04%
+5.0%
Q4 2018$147,000
-2.6%
1,907
+32.3%
0.04%0.0%
Q3 2018$151,000
+1.3%
1,441
+1.5%
0.04%
-7.0%
Q2 2018$149,000
+16.4%
1,4200.0%0.04%
+13.2%
Q1 2018$128,000
-11.1%
1,420
+1.6%
0.04%
-19.1%
Q4 2017$144,000
+12.5%
1,398
+2.0%
0.05%
+9.3%
Q3 2017$128,000
+36.2%
1,370
+27.1%
0.04%
+19.4%
Q2 2017$94,000
+261.5%
1,078
+305.3%
0.04%
+176.9%
Q1 2017$26,000
-7.1%
2660.0%0.01%
-23.5%
Q4 2016$28,000
+7.7%
2660.0%0.02%
+41.7%
Q3 2016$26,000
+333.3%
266
+291.2%
0.01%
+300.0%
Q2 2016$6,000680.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 120,794$14,649,89614.20%
RFG HOLDINGS, INC. 107,497$13,037,18113.59%
Main Management ETF Advisors, LLC 838,040$101,6379.49%
STAPP WEALTH MANAGEMENT, PLLC 32,062$3,8889.32%
Marmo Financial Group, LLC 73,259$8,884,7928.58%
CORA CAPITAL ADVISORS LLC 88,356$10,715,7587.37%
Boxwood Ventures, Inc. 27,720$3,3626.03%
M Financial Asset Management, Inc. 12,969$1,5735.74%
GoalFusion Wealth Management, LLC 51,731$6,460,1675.21%
Main Management LLC 286,958$34,8024.01%
View complete list of VANGUARD WORLD FDS shareholders