VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,037,747 | +21.5% | 8,188 | +8.2% | 0.10% | +24.1% |
| Q2 2023 | $853,900 | -38.0% | 7,564 | -37.3% | 0.08% | -40.6% |
| Q1 2023 | $1,378,299 | -2.8% | 12,066 | +3.2% | 0.13% | -7.6% |
| Q4 2022 | $1,417,642 | +21.6% | 11,689 | +1.8% | 0.14% | +11.6% |
| Q3 2022 | $1,166,000 | +3.8% | 11,480 | +1.7% | 0.13% | +5.7% |
| Q2 2022 | $1,123,000 | +30.1% | 11,293 | +40.0% | 0.12% | +48.8% |
| Q1 2022 | $863,000 | – | 8,066 | – | 0.08% | – |
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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% |