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 | $3,957 | -3.5% | 31,219 | -14.1% | 0.02% | -6.2% |
| Q2 2023 | $4,102 | +11.8% | 36,340 | +13.1% | 0.02% | -5.9% |
| Q1 2023 | $3,669 | -16.8% | 32,117 | -11.7% | 0.02% | -22.7% |
| Q4 2022 | $4,412 | -99.9% | 36,383 | -4.8% | 0.02% | -4.3% |
| Q3 2022 | $3,880,000 | +2.5% | 38,200 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $3,784,000 | -20.4% | 38,039 | -14.3% | 0.02% | -17.9% |
| Q1 2022 | $4,754,000 | +34.5% | 44,409 | -2.5% | 0.03% | +27.3% |
| Q4 2021 | $3,535,000 | +8.3% | 45,547 | +3.1% | 0.02% | -4.3% |
| Q3 2021 | $3,264,000 | +24.5% | 44,167 | +27.8% | 0.02% | +15.0% |
| Q2 2021 | $2,622,000 | -0.2% | 34,554 | -10.5% | 0.02% | -16.7% |
| Q1 2021 | $2,626,000 | +322.2% | 38,623 | +426.3% | 0.02% | +84.6% |
| Q1 2019 | $622,000 | – | 7,339 | – | 0.01% | – |
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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% |