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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $757,525 | +14.2% | 5,977 | +1.7% | 0.06% | +17.6% |
| Q2 2023 | $663,455 | +1.9% | 5,877 | +3.1% | 0.05% | -1.9% |
| Q1 2023 | $651,340 | -11.7% | 5,702 | -6.3% | 0.05% | -16.1% |
| Q4 2022 | $737,989 | +21.4% | 6,085 | +1.7% | 0.06% | +12.7% |
| Q3 2022 | $608,000 | +10.7% | 5,985 | +8.5% | 0.06% | +12.2% |
| Q2 2022 | $549,000 | -6.9% | 5,515 | 0.0% | 0.05% | +8.9% |
| Q1 2022 | $590,000 | +68.6% | 5,515 | +22.1% | 0.04% | +80.0% |
| Q4 2021 | $350,000 | +72.4% | 4,515 | +64.2% | 0.02% | +56.2% |
| Q3 2021 | $203,000 | -2.9% | 2,750 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $209,000 | -0.9% | 2,750 | +10.7% | 0.02% | -30.4% |
| Q2 2019 | $211,000 | -10.2% | 2,485 | -5.3% | 0.02% | -11.5% |
| Q1 2019 | $235,000 | 0.0% | 2,625 | +17.4% | 0.03% | +4.0% |
| Q3 2018 | $235,000 | +710.3% | 2,235 | +743.4% | 0.02% | +525.0% |
| Q1 2015 | $29,000 | – | 265 | – | 0.00% | – |
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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% |