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 | $329,322 | +14.6% | 2,598 | +2.0% | 0.03% | -6.1% |
| Q2 2023 | $287,452 | -3.9% | 2,546 | -2.8% | 0.03% | -8.3% |
| Q1 2023 | $299,037 | -3.3% | 2,618 | +2.6% | 0.04% | -12.2% |
| Q4 2022 | $309,383 | +19.9% | 2,551 | +0.4% | 0.04% | +5.1% |
| Q3 2022 | $258,000 | +6.6% | 2,540 | +4.4% | 0.04% | +8.3% |
| Q2 2022 | $242,000 | -17.4% | 2,434 | -11.0% | 0.04% | -5.3% |
| Q1 2022 | $293,000 | -9.0% | 2,734 | -34.1% | 0.04% | -11.6% |
| Q4 2021 | $322,000 | +5.2% | 4,150 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $306,000 | +0.3% | 4,150 | +3.1% | 0.04% | +18.9% |
| Q2 2021 | $305,000 | – | 4,025 | – | 0.04% | – |
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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% |