Meristem Family Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Meristem Family Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$721,000
+48.0%
6,733
+7.4%
0.08%
+85.7%
Q4 2021$487,000
+19.1%
6,271
+13.3%
0.04%
+7.7%
Q3 2021$409,000
-2.6%
5,5330.0%0.04%
-40.9%
Q2 2021$420,000
+11.7%
5,5330.0%0.07%
-13.2%
Q1 2021$376,000
+22.1%
5,533
+46.3%
0.08%0.0%
Q4 2019$308,000
+4.4%
3,7830.0%0.08%
-5.0%
Q3 2019$295,000
-8.4%
3,7830.0%0.08%
-18.4%
Q2 2019$322,000
-4.7%
3,7830.0%0.10%
-14.0%
Q1 2019$338,000
+15.8%
3,7830.0%0.11%
+6.5%
Q4 2018$292,000
-26.6%
3,7830.0%0.11%
-21.3%
Q3 2018$398,0000.0%3,7830.0%0.14%
-2.9%
Q2 2018$398,000
+14.0%
3,7830.0%0.14%
+12.0%
Q1 2018$349,0003,7830.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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