SEC 13F Intelligence

Custom Portfolio Group LLC / VDE

Custom Portfolio Group LLC’s Vanguard World Fd Position

Does Custom Portfolio Group LLC own Vanguard World Fd (VDE)? Yes23.3K shares worth $3M (+2.27% of its 13F portfolio) as of Q2 2024.

Position Value
$3M
Q2 2024
Shares
23.3K
% of Portfolio
+2.27%
Quarters Held
1
currently held

Position History VDE

Reported value by quarter
Q2 ’24: $3MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202423.3K$3M+2.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Custom Portfolio Group LLC’s full portfolio or all institutional holders of VDE.