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 | $219,007 | +7.3% | 1,728 | -4.4% | 0.01% | +7.7% |
| Q2 2023 | $204,105 | +3.4% | 1,808 | +4.6% | 0.01% | 0.0% |
| Q1 2023 | $197,389 | -38.8% | 1,728 | -35.1% | 0.01% | -40.9% |
| Q4 2022 | $322,726 | +21.8% | 2,661 | +2.2% | 0.02% | 0.0% |
| Q3 2022 | $265,000 | +71.0% | 2,604 | +66.6% | 0.02% | +57.1% |
| Q2 2022 | $155,000 | -28.2% | 1,563 | -22.4% | 0.01% | -22.2% |
| Q1 2022 | $216,000 | -44.0% | 2,014 | -59.5% | 0.02% | -48.6% |
| Q4 2021 | $386,000 | +4.9% | 4,974 | 0.0% | 0.04% | -5.4% |
| Q3 2021 | $368,000 | +16.1% | 4,974 | +19.2% | 0.04% | +5.7% |
| Q2 2021 | $317,000 | +272.9% | 4,174 | +235.5% | 0.04% | +191.7% |
| Q1 2021 | $85,000 | – | 1,244 | +41366.7% | 0.01% | – |
| Q2 2020 | $0 | – | 3 | – | 0.00% | – |
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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% |