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 | $373,756 | +23.2% | 2,949 | +9.8% | 0.01% | +14.3% |
| Q2 2023 | $303,335 | -10.6% | 2,687 | -9.6% | 0.01% | -12.5% |
| Q1 2023 | $339,353 | -9.9% | 2,971 | -1.5% | 0.01% | -20.0% |
| Q4 2022 | $376,763 | -19.8% | 3,017 | -34.8% | 0.01% | -44.4% |
| Q3 2022 | $470,000 | -15.0% | 4,627 | -16.8% | 0.02% | -5.3% |
| Q2 2022 | $553,000 | +10.6% | 5,559 | +19.0% | 0.02% | -5.0% |
| Q1 2022 | $500,000 | +47.5% | 4,671 | +6.9% | 0.02% | +42.9% |
| Q4 2021 | $339,000 | +5.3% | 4,368 | +0.3% | 0.01% | -6.7% |
| Q3 2021 | $322,000 | -2.7% | 4,357 | -0.1% | 0.02% | 0.0% |
| Q2 2021 | $331,000 | -3.8% | 4,362 | -13.8% | 0.02% | -16.7% |
| Q1 2021 | $344,000 | -5.5% | 5,059 | +46.2% | 0.02% | -51.4% |
| Q3 2018 | $364,000 | – | 3,461 | – | 0.04% | – |
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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% |