Homrich & Berg - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 238 filers reported holding VANGUARD WORLD FDS in Q4 2015. The put-call ratio across all filers is 0.73 and the average weighting 0.3%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$546,000
+7.3%
7,395
+10.2%
0.01%0.0%
Q2 2021$509,000
-0.6%
6,709
-11.0%
0.01%
-7.7%
Q1 2021$512,000
+29.0%
7,535
-1.5%
0.01%
+18.2%
Q4 2020$397,000
+78.8%
7,652
+180.4%
0.01%
+10.0%
Q4 2019$222,000
-39.5%
2,729
-42.0%
0.01%
-47.4%
Q3 2019$367,000
-34.9%
4,709
-29.0%
0.02%
-36.7%
Q2 2019$564,000
-14.4%
6,634
-10.0%
0.03%
-11.8%
Q1 2019$659,000
+15.8%
7,368
-0.2%
0.03%0.0%
Q4 2018$569,000
-48.9%
7,382
-30.3%
0.03%
-49.3%
Q3 2018$1,113,000
-1.9%
10,585
-2.0%
0.07%
-18.3%
Q2 2018$1,135,000
+9.1%
10,800
-4.1%
0.08%
+13.9%
Q1 2018$1,040,000
+19.4%
11,258
+28.0%
0.07%
+20.0%
Q4 2017$871,000
+91.4%
8,797
+81.1%
0.06%
+66.7%
Q3 2017$455,000
+5.8%
4,8580.0%0.04%
-5.3%
Q2 2017$430,000
-13.7%
4,858
-5.6%
0.04%
-11.6%
Q1 2017$498,000
-14.3%
5,145
-7.3%
0.04%
-18.9%
Q4 2016$581,000
-5.4%
5,552
-11.6%
0.05%
-5.4%
Q3 2016$614,000
-11.3%
6,282
-13.7%
0.06%
-15.2%
Q2 2016$692,000
-18.6%
7,280
-26.5%
0.07%
-21.4%
Q1 2016$850,000
-48.7%
9,899
-50.3%
0.08%
-44.4%
Q4 2015$1,656,000
-17.4%
19,917
-15.9%
0.15%
-28.4%
Q3 2015$2,006,000
-37.4%
23,672
-20.9%
0.21%
-32.6%
Q2 2015$3,202,000
-23.2%
29,942
-21.5%
0.31%
-23.5%
Q1 2015$4,169,000
-17.7%
38,152
-16.0%
0.41%
-20.3%
Q4 2014$5,067,000
-9.1%
45,394
+6.8%
0.51%
-8.9%
Q3 2014$5,573,000
-24.0%
42,505
-16.6%
0.56%
-32.3%
Q2 2014$7,335,000
-14.7%
50,955
-23.9%
0.83%
-25.8%
Q1 2014$8,595,000
-22.6%
66,934
-23.8%
1.12%
-27.5%
Q4 2013$11,108,000
+3.6%
87,861
-2.2%
1.54%
-8.8%
Q3 2013$10,722,000
+13.5%
89,869
+7.0%
1.69%
-1.0%
Q2 2013$9,443,00083,9821.71%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2015
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