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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $724,216 | +10.0% | 5,714 | -2.0% | 0.07% | +12.3% |
| Q2 2023 | $658,583 | +3.4% | 5,833 | +4.7% | 0.06% | -3.0% |
| Q1 2023 | $636,701 | -5.7% | 5,573 | +0.1% | 0.07% | -11.8% |
| Q4 2022 | $675,189 | +19.3% | 5,567 | -0.1% | 0.08% | -7.3% |
| Q3 2022 | $566,000 | +2.2% | 5,570 | +0.1% | 0.08% | +10.8% |
| Q2 2022 | $554,000 | -7.0% | 5,566 | 0.0% | 0.07% | +2.8% |
| Q1 2022 | $596,000 | +42.9% | 5,566 | +3.5% | 0.07% | +30.9% |
| Q4 2021 | $417,000 | +10.9% | 5,378 | +5.7% | 0.06% | -3.5% |
| Q3 2021 | $376,000 | -2.6% | 5,087 | +0.2% | 0.06% | -12.3% |
| Q2 2021 | $386,000 | +12.5% | 5,079 | +0.8% | 0.06% | -16.7% |
| Q1 2021 | $343,000 | +43.5% | 5,040 | +9.5% | 0.08% | +23.8% |
| Q4 2020 | $239,000 | – | 4,603 | – | 0.06% | – |
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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% |