Spruce Investment Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 466 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spruce Investment Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2017$2,119,000
-8.0%
18,171
-7.9%
4.37%
-1.7%
Q3 2017$2,304,000
+192.4%
19,729
+185.9%
4.45%
+219.2%
Q2 2017$788,000
-60.0%
6,900
-60.6%
1.39%
-38.7%
Q1 2017$1,972,000
+201.1%
17,507
+186.2%
2.27%
+347.6%
Q4 2016$655,000
-27.0%
6,117
-27.0%
0.51%
-10.1%
Q3 2016$897,000
-21.5%
8,382
-16.0%
0.56%
-12.9%
Q2 2016$1,142,000
-39.8%
9,974
-43.4%
0.65%
-44.5%
Q1 2016$1,896,000
+62.3%
17,631
+46.3%
1.17%
+289.7%
Q1 2015$1,168,00012,0530.30%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
CABANA LLC 17,986$2,910,00011.45%
Unconventional Investor, LLC 75,622$12,229,00011.24%
Beacon Capital Management, Inc. 1,445,861$233,955,0007.47%
EXCHANGE TRADED CONCEPTS, LLC 1,790,370$289,700,0005.81%
Private Wealth Group, LLC 33,383$5,402,0003.98%
Tranquilli Financial Advisor LLC 31,088$5,030,0003.58%
Polianta Ltd 29,600$4,789,0003.14%
ABSOLUTE CAPITAL MANAGEMENT, LLC 16,000$2,589,0003.08%
Pariax, LLC 17,095$2,766,0002.61%
DHK Financial Advisors, Inc. 17,518$2,835,0002.39%
View complete list of VANGUARD WORLD FDS shareholders