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 | $1,116,706 | +11.9% | 8,811 | -0.4% | 0.46% | +12.0% |
| Q2 2023 | $998,286 | +108174.0% | 8,843 | +9.6% | 0.42% | -1.4% |
| Q1 2023 | $922 | +0.9% | 8,068 | +7.1% | 0.42% | -5.0% |
| Q4 2022 | $914 | -99.8% | 7,535 | +27.6% | 0.44% | -7.7% |
| Q3 2022 | $600,000 | -26.5% | 5,903 | -28.0% | 0.48% | +42.0% |
| Q2 2022 | $816,000 | +4.6% | 8,200 | +12.6% | 0.34% | +12.3% |
| Q1 2022 | $780,000 | +155.7% | 7,285 | +85.3% | 0.30% | +126.3% |
| Q4 2021 | $305,000 | +208.1% | 3,931 | +194.0% | 0.13% | +189.1% |
| Q3 2021 | $99,000 | -2.0% | 1,337 | 0.0% | 0.05% | -6.1% |
| Q2 2021 | $101,000 | +119.6% | 1,337 | +96.9% | 0.05% | +133.3% |
| Q1 2021 | $46,000 | +31.4% | 679 | 0.0% | 0.02% | +31.2% |
| Q4 2020 | $35,000 | – | 679 | +13480.0% | 0.02% | – |
| Q3 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 5 | -95.1% | 0.00% | -100.0% |
| Q4 2019 | $8,000 | – | 103 | – | 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% |