VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $700,121 | -16.0% | 5,469 | -13.6% | 0.02% | -22.2% |
| Q1 2024 | $833,825 | +35.5% | 6,331 | +20.7% | 0.03% | +28.6% |
| Q4 2023 | $615,422 | +6.1% | 5,247 | +14.6% | 0.02% | -8.7% |
| Q3 2023 | $580,122 | +16.0% | 4,577 | +3.3% | 0.02% | +21.1% |
| Q2 2023 | $500,318 | +2.1% | 4,432 | +3.3% | 0.02% | -5.0% |
| Q1 2023 | $490,080 | -1.6% | 4,290 | +4.5% | 0.02% | -9.1% |
| Q4 2022 | $498,111 | +46.9% | 4,107 | +23.2% | 0.02% | +29.4% |
| Q3 2022 | $339,000 | – | 3,334 | – | 0.02% | – |
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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% |