VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,993,745 | +11.5% | 15,731 | -0.6% | 0.58% | +10.6% |
| Q2 2023 | $1,787,383 | -2.8% | 15,833 | -1.7% | 0.53% | -8.0% |
| Q1 2023 | $1,838,957 | -4.0% | 16,099 | +1.9% | 0.57% | -11.6% |
| Q4 2022 | $1,915,324 | +23.7% | 15,793 | +3.6% | 0.65% | +12.7% |
| Q3 2022 | $1,548,000 | +4.2% | 15,244 | +2.0% | 0.58% | +13.4% |
| Q2 2022 | $1,486,000 | -9.2% | 14,942 | -2.3% | 0.51% | +4.1% |
| Q1 2022 | $1,637,000 | +41.2% | 15,297 | +2.5% | 0.49% | +53.1% |
| Q4 2021 | $1,159,000 | +67.5% | 14,931 | +59.5% | 0.32% | +92.7% |
| Q3 2021 | $692,000 | +51.8% | 9,362 | +55.7% | 0.16% | +57.1% |
| Q2 2021 | $456,000 | +37.8% | 6,011 | +23.4% | 0.10% | +29.6% |
| Q1 2021 | $331,000 | – | 4,872 | – | 0.08% | – |
Download | ||||||
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% |