S&CO INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
S&CO INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2019$931,000
-5.4%
10,945
-0.6%
0.10%
-7.3%
Q1 2019$984,000
+15.9%
11,0100.0%0.11%
+1.9%
Q4 2018$849,000
-26.6%
11,0100.0%0.11%
-16.9%
Q3 2018$1,157,0000.0%11,0100.0%0.13%
-6.5%
Q2 2018$1,157,000
-3.5%
11,010
-15.2%
0.14%
-7.9%
Q1 2018$1,199,000
-7.2%
12,978
-0.6%
0.15%
-5.6%
Q4 2017$1,292,000
+0.2%
13,055
-5.2%
0.16%
-3.0%
Q3 2017$1,289,000
+5.7%
13,7750.0%0.16%
+2.5%
Q2 2017$1,219,000
-8.5%
13,7750.0%0.16%
-11.0%
Q1 2017$1,332,000
-7.6%
13,7750.0%0.18%
-13.4%
Q4 2016$1,442,000
+7.1%
13,7750.0%0.21%
+3.5%
Q3 2016$1,346,000
+2.7%
13,7750.0%0.20%
-0.5%
Q2 2016$1,310,000
+10.8%
13,7750.0%0.20%
+5.7%
Q1 2016$1,182,000
-53.1%
13,775
-54.5%
0.19%
-54.6%
Q4 2015$2,518,000
-1.9%
30,2950.0%0.42%
-4.3%
Q3 2015$2,568,000
-20.7%
30,2950.0%0.44%
-6.8%
Q2 2015$3,240,000
-2.1%
30,2950.0%0.47%
+0.6%
Q1 2015$3,311,000
-2.1%
30,2950.0%0.47%
-3.9%
Q4 2014$3,382,000
-14.9%
30,2950.0%0.49%
-19.4%
Q3 2014$3,972,000
-8.9%
30,2950.0%0.61%
+0.5%
Q2 2014$4,361,000
+9.2%
30,295
-2.6%
0.60%
+1.3%
Q1 2014$3,992,000
+1.6%
31,0900.0%0.60%
-9.1%
Q4 2013$3,931,000
+6.0%
31,0900.0%0.66%
+0.9%
Q3 2013$3,709,000
+6.1%
31,0900.0%0.65%
+22.6%
Q2 2013$3,496,00031,0900.53%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders