Morningstar Investment Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 287 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.

Quarter-by-quarter ownership
Morningstar Investment Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$559,000
-8.4%
5,166
-34.3%
0.01%
-14.3%
Q4 2021$610,000
-10.2%
7,863
-13.2%
0.01%
-12.5%
Q3 2021$679,000
-31.3%
9,063
-31.3%
0.01%
-33.3%
Q2 2021$988,000
-83.3%
13,185
-84.7%
0.01%
-84.4%
Q1 2021$5,910,000
+37.5%
86,457
+4.4%
0.08%
+28.3%
Q4 2020$4,297,000
+15.9%
82,851
-9.4%
0.06%
+3.4%
Q3 2020$3,708,000
-24.4%
91,409
-8.2%
0.06%
-28.4%
Q2 2020$4,903,000
+17.0%
99,607
-10.6%
0.08%
+6.6%
Q1 2020$4,191,000
+8.0%
111,459
+134.1%
0.08%
+24.6%
Q4 2019$3,880,000
+8.6%
47,608
+4.0%
0.06%
+1.7%
Q3 2019$3,573,000
-3.4%
45,764
+5.2%
0.06%
-1.6%
Q2 2019$3,699,000
+1.0%
43,506
+6.2%
0.06%
-3.2%
Q1 2019$3,663,000
+51.5%
40,980
+30.7%
0.06%
+34.0%
Q4 2018$2,418,000
-24.6%
31,353
+2.7%
0.05%
-19.0%
Q3 2018$3,208,000
+3.0%
30,524
+2.9%
0.06%
-1.7%
Q2 2018$3,116,000
+17.7%
29,654
+3.5%
0.06%
+15.7%
Q1 2018$2,647,000
-67.7%
28,653
-61.0%
0.05%
-86.8%
Q4 2014$8,200,00073,4600.38%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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