Plante Moran Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 164 filers reported holding VANGUARD WORLD FDS in Q3 2014. The put-call ratio across all filers is 1.21 and the average weighting 0.5%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$7,196
-52.1%
63
-49.2%
0.00%
-50.0%
Q4 2022$15,020
+25.2%
124
+2.5%
0.00%0.0%
Q3 2022$12,000
+71.4%
121
-33.9%
0.00%
-33.3%
Q1 2020$7,000
-12.5%
183
+69.4%
0.00%0.0%
Q4 2018$8,000
+700.0%
108
+881.8%
0.00%
+200.0%
Q4 2016$1,000
-75.0%
11
-75.0%
0.00%
-66.7%
Q4 2015$4,000
-99.1%
44
-99.0%
0.00%
-99.1%
Q2 2015$463,000
-2.1%
4,3300.0%0.33%
+0.3%
Q1 2015$473,000
+2682.4%
4,330
+3256.6%
0.33%
+2100.0%
Q3 2014$17,000
-10.5%
1290.0%0.02%
-11.8%
Q2 2014$19,0001290.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2014
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