VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 193 filers reported holding VANGUARD WORLD FDS in Q4 2014. The put-call ratio across all filers is 2.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,756 | +22.9% | 164 | +9.3% | 0.03% | +7.7% |
| Q2 2023 | $16,885 | -1.2% | 150 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $17,085 | -5.1% | 150 | +1.4% | 0.03% | -12.9% |
| Q4 2022 | $17,996 | +20.0% | 148 | +2.1% | 0.03% | +14.8% |
| Q3 2022 | $15,000 | +15.4% | 145 | +11.5% | 0.03% | +28.6% |
| Q2 2022 | $13,000 | -7.1% | 130 | +0.8% | 0.02% | +5.0% |
| Q1 2022 | $14,000 | +40.0% | 129 | +0.8% | 0.02% | +53.8% |
| Q4 2021 | $10,000 | -41.2% | 128 | -44.6% | 0.01% | -40.9% |
| Q3 2021 | $17,000 | +70.0% | 231 | +84.8% | 0.02% | +69.2% |
| Q2 2021 | $10,000 | +25.0% | 125 | +1.6% | 0.01% | +18.2% |
| Q1 2021 | $8,000 | +33.3% | 123 | 0.0% | 0.01% | +22.2% |
| Q4 2020 | $6,000 | +20.0% | 123 | +0.8% | 0.01% | 0.0% |
| Q3 2020 | $5,000 | -16.7% | 122 | +1.7% | 0.01% | -30.8% |
| Q2 2020 | $6,000 | +20.0% | 120 | +1.7% | 0.01% | +18.2% |
| Q1 2020 | $5,000 | -44.4% | 118 | +1.7% | 0.01% | -42.1% |
| Q4 2019 | $9,000 | 0.0% | 116 | +1.8% | 0.02% | 0.0% |
| Q3 2019 | $9,000 | -10.0% | 114 | 0.0% | 0.02% | -26.9% |
| Q2 2019 | $10,000 | 0.0% | 114 | +0.9% | 0.03% | +4.0% |
| Q1 2019 | $10,000 | +11.1% | 113 | 0.0% | 0.02% | -13.8% |
| Q4 2018 | $9,000 | -25.0% | 113 | +0.9% | 0.03% | -23.7% |
| Q3 2018 | $12,000 | 0.0% | 112 | +1.8% | 0.04% | -9.5% |
| Q2 2018 | $12,000 | +20.0% | 110 | 0.0% | 0.04% | +16.7% |
| Q1 2018 | $10,000 | -9.1% | 110 | 0.0% | 0.04% | -30.8% |
| Q4 2017 | $11,000 | +10.0% | 110 | +1.9% | 0.05% | +4.0% |
| Q3 2017 | $10,000 | 0.0% | 108 | 0.0% | 0.05% | -7.4% |
| Q2 2017 | $10,000 | 0.0% | 108 | +0.9% | 0.05% | -6.9% |
| Q1 2017 | $10,000 | -9.1% | 107 | +0.9% | 0.06% | -3.3% |
| Q4 2016 | $11,000 | +10.0% | 106 | 0.0% | 0.06% | +36.4% |
| Q3 2016 | $10,000 | -47.4% | 106 | -39.4% | 0.04% | +100.0% |
| Q2 2015 | $19,000 | 0.0% | 175 | 0.0% | 0.02% | +22.2% |
| Q1 2015 | $19,000 | -5.0% | 175 | 0.0% | 0.02% | -14.3% |
| Q4 2014 | $20,000 | – | 175 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spruce Investment Advisors LLC | 245,987 | $26,308,000 | 7.09% |
| Beacon Capital Management, Inc. | 838,944 | $89,725,000 | 6.92% |
| D'Orazio & Associates, Inc. | 85,180 | $9,110,000 | 6.06% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 87,430 | $9,351,000 | 4.46% |
| Summit Equities Inc | 126,329 | $13,510,000 | 4.08% |
| Regis Management CO LLC | 144,336 | $15,437,000 | 3.98% |
| Northside Capital Management, LLC | 39,889 | $4,266,000 | 2.87% |
| Baker Ellis Asset Management LLC | 59,508 | $6,364,000 | 2.14% |
| CHARTIST INC /CA/ | 41,536 | $4,402,000 | 2.12% |
| Capital Advantage, Inc. | 47,427 | $5,072,000 | 1.98% |