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 | $881,449 | -3.1% | 6,910 | 0.0% | 0.33% | -5.5% |
| Q1 2024 | $909,985 | +12.5% | 6,910 | +0.2% | 0.34% | +5.2% |
| Q4 2023 | $808,702 | -14.4% | 6,895 | -7.5% | 0.33% | -24.1% |
| Q3 2023 | $944,377 | +12.6% | 7,451 | +0.3% | 0.43% | +17.1% |
| Q2 2023 | $839,053 | -1.2% | 7,432 | 0.0% | 0.37% | -9.1% |
| Q1 2023 | $849,012 | -5.6% | 7,432 | +0.3% | 0.41% | -11.9% |
| Q4 2022 | $899,040 | +20.2% | 7,413 | +0.7% | 0.46% | +10.0% |
| Q3 2022 | $748,092 | +5.8% | 7,365 | +3.6% | 0.42% | +5.0% |
| Q2 2022 | $707,088 | -3.6% | 7,109 | +3.8% | 0.40% | +16.3% |
| Q1 2022 | $733,316 | +40.9% | 6,851 | +2.2% | 0.34% | +39.4% |
| Q4 2021 | $520,276 | +5.2% | 6,704 | +0.2% | 0.25% | -1.2% |
| Q3 2021 | $494,471 | -2.6% | 6,691 | 0.0% | 0.25% | +0.8% |
| Q2 2021 | $507,786 | +8412.8% | 6,691 | -98.4% | 0.25% | -16.6% |
| Q1 2021 | $5,965 | -97.8% | 405,610 | +7685.2% | 0.30% | +93.5% |
| Q4 2020 | $270,186 | +77.4% | 5,210 | +37.9% | 0.15% | +53.0% |
| Q3 2020 | $152,343 | -50.3% | 3,779 | -38.0% | 0.10% | -54.3% |
| Q2 2020 | $306,598 | +32.8% | 6,095 | +0.9% | 0.22% | +17.1% |
| Q1 2020 | $230,897 | -32.8% | 6,041 | +43.3% | 0.19% | -20.4% |
| Q4 2019 | $343,668 | – | 4,217 | – | 0.24% | – |
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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% |