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 | $1,058,026 | -17.3% | 8,348 | -26.3% | 0.24% | -15.4% |
| Q2 2023 | $1,278,705 | -11.7% | 11,327 | -10.6% | 0.29% | -15.9% |
| Q1 2023 | $1,447,523 | +0.4% | 12,672 | +2.4% | 0.34% | -32.5% |
| Q4 2022 | $1,441,433 | +23.5% | 12,376 | +7.8% | 0.50% | +9.8% |
| Q3 2022 | $1,167,000 | +3.9% | 11,485 | +2.9% | 0.46% | +20.5% |
| Q2 2022 | $1,123,000 | +44.0% | 11,159 | +53.1% | 0.38% | +62.8% |
| Q1 2022 | $780,000 | – | 7,287 | – | 0.23% | – |
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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% |