CWM, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$194
+54.0%
1,531
+37.3%
0.00%0.0%
Q2 2023$126
-27.2%
1,115
-26.3%
0.00%0.0%
Q1 2023$173
-16.0%
1,513
-11.2%
0.00%
-50.0%
Q4 2022$206
-99.9%
1,703
-33.5%
0.00%0.0%
Q3 2022$260,000
-52.6%
2,559
-53.6%
0.00%
-50.0%
Q2 2022$549,000
+0.4%
5,517
+7.9%
0.00%0.0%
Q1 2022$547,000
+29.9%
5,113
-5.7%
0.00%
+33.3%
Q4 2021$421,000
+21.3%
5,421
+18.6%
0.00%0.0%
Q2 2021$347,0000.0%4,5700.0%0.00%0.0%
Q1 2021$347,0000.0%4,5700.0%0.00%0.0%
Q4 2020$347,0000.0%4,5700.0%0.00%0.0%
Q3 2020$347,0000.0%4,5700.0%0.00%0.0%
Q2 2020$347,0000.0%4,5700.0%0.00%0.0%
Q1 2020$347,0000.0%4,5700.0%0.00%0.0%
Q4 2019$347,0000.0%4,5700.0%0.00%0.0%
Q3 2019$347,0000.0%4,5700.0%0.00%0.0%
Q2 2019$347,0000.0%4,5700.0%0.00%0.0%
Q1 2019$347,000
+44.0%
4,570
+46.0%
0.00%
-50.0%
Q4 2018$241,000
+41.8%
3,130
+93.0%
0.01%
+50.0%
Q3 2018$170,000
+325.0%
1,622
+324.6%
0.00%
+300.0%
Q2 2018$40,000
-23.1%
382
-31.7%
0.00%
-50.0%
Q1 2018$52,000
-61.8%
559
-59.2%
0.00%
-66.7%
Q4 2017$136,000
+6.2%
1,3710.0%0.01%0.0%
Q3 2017$128,000
+5.8%
1,3710.0%0.01%0.0%
Q2 2017$121,000
-4.7%
1,371
+4.3%
0.01%
-14.3%
Q1 2017$127,000
-8.0%
1,3150.0%0.01%
-12.5%
Q4 2016$138,000
+3.8%
1,315
-3.4%
0.01%
-11.1%
Q3 2016$133,000
+3.1%
1,3610.0%0.01%0.0%
Q2 2016$129,000
+11.2%
1,361
+1.1%
0.01%
-10.0%
Q1 2016$116,000
+364.0%
1,346
+348.7%
0.01%
+400.0%
Q4 2015$25,0000.0%3000.0%0.00%
-33.3%
Q3 2015$25,0003000.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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