VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 326 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.93 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $125,138 | -1.3% | 1,067 | +6.7% | 0.02% | -25.0% |
| Q3 2023 | $126,740 | -25.2% | 1,000 | -33.3% | 0.02% | -25.9% |
| Q2 2023 | $169,335 | -1.2% | 1,500 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $171,345 | +94045.6% | 1,500 | 0.0% | 0.03% | -3.4% |
| Q4 2022 | $182 | -99.9% | 1,500 | 0.0% | 0.03% | +11.5% |
| Q3 2022 | $152,000 | +2.0% | 1,500 | 0.0% | 0.03% | +8.3% |
| Q2 2022 | $149,000 | -7.5% | 1,500 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $161,000 | +1138.5% | 1,500 | +1100.0% | 0.02% | +666.7% |
| Q3 2018 | $13,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | -38.1% | 125 | -47.9% | 0.00% | -40.0% |
| Q2 2017 | $21,000 | – | 240 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spruce Investment Advisors LLC | 245,987 | $26,308,000 | 7.09% |
| Beacon Capital Management, Inc. | 838,944 | $89,725,000 | 6.92% |
| D'Orazio & Associates, Inc. | 85,180 | $9,110,000 | 6.06% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 87,430 | $9,351,000 | 4.46% |
| Summit Equities Inc | 126,329 | $13,510,000 | 4.08% |
| Regis Management CO LLC | 144,336 | $15,437,000 | 3.98% |
| Northside Capital Management, LLC | 39,889 | $4,266,000 | 2.87% |
| Baker Ellis Asset Management LLC | 59,508 | $6,364,000 | 2.14% |
| CHARTIST INC /CA/ | 41,536 | $4,402,000 | 2.12% |
| Capital Advantage, Inc. | 47,427 | $5,072,000 | 1.98% |