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 | $10,577,213 | -10.9% | 83,456 | -14.7% | 2.14% | -16.9% |
| Q4 2022 | $11,865,781 | +18.9% | 97,838 | -0.4% | 2.57% | +14.5% |
| Q3 2022 | $9,983,000 | +8432.5% | 98,280 | +8278.5% | 2.24% | +8523.1% |
| Q2 2022 | $117,000 | -7.1% | 1,173 | 0.0% | 0.03% | +4.0% |
| Q1 2022 | $126,000 | +38.5% | 1,173 | 0.0% | 0.02% | +38.9% |
| Q4 2021 | $91,000 | -3.2% | 1,173 | -8.1% | 0.02% | -5.3% |
| Q3 2021 | $94,000 | +4.4% | 1,276 | -3.1% | 0.02% | 0.0% |
| Q1 2021 | $90,000 | +23.3% | 1,317 | -6.3% | 0.02% | +26.7% |
| Q4 2020 | $73,000 | – | 1,405 | – | 0.02% | – |
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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% |