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 | $769,723 | +12.3% | 6,073 | +0.0% | 0.30% | +18.6% |
| Q2 2023 | $685,287 | -10.2% | 6,070 | -9.2% | 0.25% | -17.0% |
| Q1 2023 | $763,233 | -4.0% | 6,682 | +2.0% | 0.30% | -11.1% |
| Q4 2022 | $794,696 | +17.9% | 6,553 | -1.3% | 0.34% | +12.1% |
| Q3 2022 | $674,000 | -0.9% | 6,636 | -2.9% | 0.31% | +7.7% |
| Q2 2022 | $680,000 | +6.2% | 6,836 | +14.4% | 0.28% | +33.3% |
| Q1 2022 | $640,000 | +37.9% | 5,978 | +0.1% | 0.21% | +55.5% |
| Q4 2021 | $464,000 | +26.4% | 5,975 | +20.2% | 0.14% | +13.2% |
| Q3 2021 | $367,000 | +11.9% | 4,969 | +14.9% | 0.12% | +12.0% |
| Q2 2021 | $328,000 | +20.1% | 4,324 | +7.6% | 0.11% | +10.2% |
| Q1 2021 | $273,000 | – | 4,019 | – | 0.10% | – |
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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% |