Wellington Shields Capital Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wellington Shields Capital Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,112,872
+22.1%
24,561
+8.8%
0.41%
+32.2%
Q2 2023$2,548,402
-1.2%
22,5740.0%0.31%
+0.3%
Q1 2023$2,578,651
+22.6%
22,574
+30.2%
0.31%
+21.6%
Q4 2022$2,102,712
+141.4%
17,338
+0.1%
0.26%
+82.1%
Q2 2020$871,000
+30.4%
17,325
-0.9%
0.14%
+11.1%
Q1 2020$668,000
+31.8%
17,474
+193.1%
0.13%
+50.0%
Q2 2019$507,000
-64.9%
5,962
-63.1%
0.08%
-65.7%
Q1 2019$1,443,000
+12.1%
16,139
-3.3%
0.24%
+0.8%
Q4 2018$1,287,00016,6960.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders