VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13 | +18.2% | 100 | 0.0% | 0.01% | +28.6% |
Q2 2023 | $11 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $11 | -8.3% | 100 | 0.0% | 0.01% | -12.5% |
Q4 2022 | $12 | -99.9% | 100 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $10,000 | 0.0% | 100 | 0.0% | 0.01% | +14.3% |
Q2 2022 | $10,000 | -37.5% | 100 | -50.0% | 0.01% | -30.0% |
Q4 2021 | $16,000 | +6.7% | 200 | 0.0% | 0.01% | -9.1% |
Q3 2021 | $15,000 | 0.0% | 200 | 0.0% | 0.01% | +10.0% |
Q2 2021 | $15,000 | +7.1% | 200 | 0.0% | 0.01% | -9.1% |
Q1 2021 | $14,000 | +40.0% | 200 | 0.0% | 0.01% | +37.5% |
Q4 2020 | $10,000 | +25.0% | 200 | 0.0% | 0.01% | +14.3% |
Q3 2020 | $8,000 | -20.0% | 200 | 0.0% | 0.01% | -12.5% |
Q2 2020 | $10,000 | +25.0% | 200 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $8,000 | – | 200 | – | 0.01% | – |
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% |