VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 285 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,223,295 | +12.1% | 9,652 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $1,091,646 | +2.7% | 9,670 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $1,063,367 | -5.8% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,128,995 | +19.3% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $946,000 | +2.2% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $926,000 | -7.1% | 9,309 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $997,000 | +38.9% | 9,309 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $718,000 | +5.0% | 9,253 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $684,000 | -2.6% | 9,253 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $702,000 | +11.6% | 9,253 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $629,000 | +31.0% | 9,253 | 0.0% | 0.00% | – |
| Q4 2020 | $480,000 | +92.8% | 9,253 | +50.1% | 0.00% | – |
| Q3 2020 | $249,000 | -19.7% | 6,163 | 0.0% | 0.00% | – |
| Q2 2020 | $310,000 | +36.6% | 6,163 | +3.7% | 0.00% | – |
| Q1 2020 | $227,000 | – | 5,942 | – | 0.00% | – |
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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% |