VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,984 | +12.3% | 781 | 0.0% | 0.02% | +17.6% |
| Q2 2023 | $88,168 | -1.2% | 781 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $89,214 | -5.8% | 781 | 0.0% | 0.02% | -10.0% |
| Q4 2022 | $94,720 | +19.9% | 781 | 0.0% | 0.02% | +17.6% |
| Q3 2022 | $79,000 | +1.3% | 781 | 0.0% | 0.02% | +6.2% |
| Q2 2022 | $78,000 | -25.7% | 781 | -20.4% | 0.02% | -15.8% |
| Q1 2022 | $105,000 | +90.9% | 981 | +37.6% | 0.02% | +90.0% |
| Q4 2021 | $55,000 | -3.5% | 713 | -7.2% | 0.01% | 0.0% |
| Q3 2021 | $57,000 | +7.5% | 768 | +9.7% | 0.01% | 0.0% |
| Q2 2021 | $53,000 | +8.2% | 700 | -2.6% | 0.01% | +11.1% |
| Q1 2021 | $49,000 | +19.5% | 719 | -8.1% | 0.01% | +12.5% |
| Q4 2020 | $41,000 | +1950.0% | 782 | +3810.0% | 0.01% | – |
| Q3 2019 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | -90.5% | 20 | -92.6% | 0.00% | -100.0% |
| Q4 2018 | $21,000 | -30.0% | 272 | -4.2% | 0.01% | -25.0% |
| Q3 2018 | $30,000 | – | 284 | – | 0.01% | – |
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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% |