VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 615 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,054,646 | +0.6% | 39,623 | +3.9% | 2.02% | -5.1% |
| Q1 2024 | $5,023,468 | +14.4% | 38,143 | +1.8% | 2.13% | -3.3% |
| Q4 2023 | $4,392,214 | -2.3% | 37,451 | +5.6% | 2.20% | -11.9% |
| Q3 2023 | $4,494,799 | +37.8% | 35,465 | +22.8% | 2.50% | +39.5% |
| Q2 2023 | $3,260,874 | -1.0% | 28,885 | +0.2% | 1.80% | +33.3% |
| Q1 2023 | $3,293,999 | +2.1% | 28,837 | +8.4% | 1.35% | -12.8% |
| Q4 2022 | $3,227,051 | +168.3% | 26,608 | +147.1% | 1.54% | +140.5% |
| Q3 2022 | $1,203,000 | +432.3% | 10,770 | +356.4% | 0.64% | +393.8% |
| Q2 2022 | $226,000 | -11.4% | 2,360 | +0.4% | 0.13% | -1.5% |
| Q1 2022 | $255,000 | +99.2% | 2,351 | +42.5% | 0.13% | +109.5% |
| Q4 2021 | $128,000 | +220.0% | 1,650 | +205.0% | 0.06% | +142.3% |
| Q3 2021 | $40,000 | -80.9% | 541 | -80.4% | 0.03% | -81.3% |
| Q2 2021 | $209,000 | +12.4% | 2,758 | +0.6% | 0.14% | -7.9% |
| Q1 2021 | $186,000 | +24.8% | 2,741 | -4.7% | 0.15% | +8.6% |
| Q4 2020 | $149,000 | – | 2,876 | – | 0.14% | – |
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% |