VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $728,502 | +11.9% | 5,748 | -0.3% | 0.06% | +18.5% |
| Q2 2023 | $651,150 | -1.2% | 5,768 | 0.0% | 0.05% | -6.9% |
| Q1 2023 | $658,879 | +94160.2% | 5,768 | +0.1% | 0.06% | -7.9% |
| Q4 2022 | $699 | -100.0% | 5,763 | -68.1% | 0.06% | -63.8% |
| Q3 2022 | $1,837,000 | +17.2% | 18,085 | +14.7% | 0.17% | +26.1% |
| Q2 2022 | $1,568,000 | +11.4% | 15,763 | +20.0% | 0.14% | +34.0% |
| Q1 2022 | $1,407,000 | +203.2% | 13,140 | +119.7% | 0.10% | +221.9% |
| Q4 2021 | $464,000 | +5.0% | 5,980 | 0.0% | 0.03% | -5.9% |
| Q3 2021 | $442,000 | -54.1% | 5,980 | -52.8% | 0.03% | -53.4% |
| Q2 2021 | $962,000 | +18.0% | 12,680 | +5.8% | 0.07% | +9.0% |
| Q1 2021 | $815,000 | – | 11,980 | – | 0.07% | – |
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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% |