Veritable, L.P. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 205 filers reported holding VANGUARD WORLD FDS in Q2 2015. The put-call ratio across all filers is 1.51 and the average weighting 0.3%.

Quarter-by-quarter ownership
Veritable, L.P. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$6,041,308
-3.2%
53,515
-2.0%
0.09%
-7.8%
Q1 2023$6,239,357
-5.8%
54,6210.0%0.10%
-9.7%
Q4 2022$6,624,435
+13.3%
54,621
-5.1%
0.11%
-0.9%
Q3 2022$5,847,000
+2.1%
57,5610.0%0.11%
+10.7%
Q2 2022$5,726,000
-12.8%
57,561
-6.2%
0.10%
+2.0%
Q1 2022$6,568,000
+19.9%
61,361
-13.0%
0.10%
+24.7%
Q4 2021$5,477,000
+7.0%
70,565
+1.9%
0.08%
-1.2%
Q3 2021$5,119,000
-3.4%
69,265
-0.8%
0.08%
-3.5%
Q2 2021$5,300,000
-32.9%
69,838
-39.9%
0.08%
-36.6%
Q1 2021$7,902,000
+27.9%
116,213
-2.5%
0.13%
+18.6%
Q4 2020$6,180,000
+24.5%
119,172
-3.2%
0.11%
+14.1%
Q3 2020$4,963,000
-25.2%
123,116
-6.7%
0.10%
-30.8%
Q2 2020$6,637,000
+62.6%
131,956
+23.6%
0.14%
+44.4%
Q1 2020$4,081,000
-16.6%
106,771
+77.8%
0.10%
+10.0%
Q4 2019$4,893,000
-8.8%
60,050
-12.7%
0.09%
-14.3%
Q3 2019$5,367,000
-22.4%
68,788
-15.4%
0.10%
-23.4%
Q2 2019$6,912,000
-34.1%
81,300
-30.7%
0.14%
-35.1%
Q1 2019$10,491,000
+14.3%
117,380
-1.4%
0.21%
+1.0%
Q4 2018$9,181,000
-39.6%
119,067
-17.6%
0.21%
-31.7%
Q3 2018$15,195,000
-0.5%
144,564
-0.5%
0.31%
-5.0%
Q2 2018$15,270,000
+9.2%
145,319
-4.0%
0.32%
+7.0%
Q1 2018$13,988,000
-15.1%
151,433
-9.1%
0.30%
-9.1%
Q4 2017$16,485,000
+2.3%
166,601
-3.2%
0.33%
-2.4%
Q3 2017$16,110,000
+3.8%
172,157
-1.9%
0.34%
-4.2%
Q2 2017$15,525,000
-7.5%
175,422
+1.1%
0.35%
-11.5%
Q1 2017$16,789,000
-8.5%
173,596
-1.0%
0.40%
-10.7%
Q4 2016$18,352,000
-6.4%
175,320
-12.6%
0.45%
-8.8%
Q3 2016$19,607,000
-14.3%
200,703
-16.6%
0.49%
-15.6%
Q2 2016$22,879,000
+22.4%
240,530
+10.4%
0.58%
+19.0%
Q1 2016$18,697,000
-11.4%
217,862
-14.2%
0.49%
-15.4%
Q4 2015$21,108,000
+33.2%
253,947
+35.8%
0.58%
+24.3%
Q3 2015$15,848,000
+32.4%
186,976
+67.1%
0.46%
+43.1%
Q2 2015$11,969,000
+0.6%
111,916
+2.8%
0.32%
+31.0%
Q1 2015$11,899,000
+1.9%
108,885
+4.1%
0.25%
+2.5%
Q4 2014$11,678,000
+166.9%
104,622
+213.5%
0.24%
+160.2%
Q3 2014$4,376,000
-8.6%
33,371
+0.3%
0.09%
-7.0%
Q2 2014$4,788,000
+12.3%
33,261
+0.2%
0.10%
+8.7%
Q1 2014$4,262,000
-9.3%
33,194
-10.7%
0.09%
-10.7%
Q4 2013$4,700,000
+7.8%
37,172
+1.8%
0.10%
+1.0%
Q3 2013$4,358,000
+32.0%
36,525
+24.4%
0.10%
+29.1%
Q2 2013$3,302,000
-0.8%
29,3650.0%0.08%
-4.8%
Q1 2013$3,327,000
+10.8%
29,3650.0%0.08%
-2.4%
Q4 2012$3,003,00029,3650.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2015
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