Cerity Partners LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$13,094,002
+737.6%
103,312
+646.2%
0.06%
+966.7%
Q2 2023$1,563,226
+77.5%
13,845
+79.6%
0.01%
+200.0%
Q1 2023$880,600
+162.3%
7,709
+178.5%
0.00%0.0%
Q4 2022$335,703
-54.8%
2,768
-62.1%
0.00%
-77.8%
Q3 2022$742,000
+10.7%
7,304
+8.4%
0.01%
+28.6%
Q2 2022$670,000
+54.0%
6,741
+65.9%
0.01%0.0%
Q1 2022$435,000
+12.7%
4,064
+194.9%
0.01%
+16.7%
Q4 2021$386,000
-17.2%
1,378
-78.2%
0.01%
-40.0%
Q3 2021$466,000
-3.5%
6,307
-0.9%
0.01%
-9.1%
Q2 2021$483,000
+6.2%
6,367
-4.9%
0.01%0.0%
Q1 2021$455,000
+40.0%
6,697
+6.9%
0.01%
+10.0%
Q4 2020$325,0006,2650.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,962$1,069,0008.16%
Allied Investment Advisors, LLC 102,389$9,152,0006.35%
Beacon Capital Management, Inc. 1,408,080$125,854,0005.73%
WELCH CAPITAL PARTNERS LLC/NY 103,650$9,264,0003.15%
Regis Management CO LLC 420,959$37,625,0002.96%
WP Advisors, LLC 29,658$26,509,0002.89%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 49,491$4,424,0002.77%
Summit Financial, LLC 148,591$13,281,028,0002.28%
STARR INTERNATIONAL CO INC 56,000$5,005,0002.00%
Private Harbour Investment Management & Counsel, LLC 18,704$1,672,0001.74%
View complete list of VANGUARD WORLD FDS shareholders