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 | $967,655 | +130.2% | 7,635 | +105.0% | 0.05% | +122.7% |
| Q2 2023 | $420,416 | -78.8% | 3,724 | -78.5% | 0.02% | -80.5% |
| Q1 2023 | $1,981,563 | +2.8% | 17,347 | +9.1% | 0.11% | -6.6% |
| Q4 2022 | $1,927,529 | +3.9% | 15,893 | -13.0% | 0.12% | -14.2% |
| Q3 2022 | $1,856,000 | +128.3% | 18,273 | +123.6% | 0.14% | +95.8% |
| Q2 2022 | $813,000 | -11.9% | 8,174 | -5.2% | 0.07% | +2.9% |
| Q1 2022 | $923,000 | +189.3% | 8,625 | +105.3% | 0.07% | +250.0% |
| Q2 2021 | $319,000 | +52.6% | 4,201 | +36.4% | 0.02% | +33.3% |
| Q1 2021 | $209,000 | +2.5% | 3,081 | +23.2% | 0.02% | -37.5% |
| Q4 2019 | $204,000 | -6.0% | 2,501 | -2.6% | 0.02% | -25.0% |
| Q2 2019 | $217,000 | +72.2% | 2,568 | +84.2% | 0.03% | -5.9% |
| Q1 2018 | $126,000 | -8.0% | 1,394 | +5.3% | 0.03% | -5.6% |
| Q4 2017 | $137,000 | +168.6% | 1,324 | +143.4% | 0.04% | +63.6% |
| Q3 2017 | $51,000 | -31.1% | 544 | -8.0% | 0.02% | -38.9% |
| Q2 2017 | $74,000 | +32.1% | 591 | +1.7% | 0.04% | -2.7% |
| Q1 2017 | $56,000 | -5.1% | 581 | +3.6% | 0.04% | -17.8% |
| Q4 2016 | $59,000 | – | 561 | – | 0.04% | – |
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% |