Segment Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 334 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.49 and the average weighting 0.3%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$454,800
+19.4%
3,7500.0%0.05%
+10.4%
Q3 2022$381,000
+2.1%
3,7500.0%0.05%
+2.1%
Q2 2022$373,000
-7.0%
3,7500.0%0.05%
+14.6%
Q1 2022$401,000
+68.5%
3,750
+22.1%
0.04%
+64.0%
Q4 2021$238,000
+4.8%
3,0700.0%0.02%
-7.4%
Q3 2021$227,000
-28.2%
3,070
-26.4%
0.03%
-28.9%
Q2 2021$316,000
+11.3%
4,1700.0%0.04%0.0%
Q1 2021$284,000
+38.5%
4,170
+81.7%
0.04%
-11.6%
Q1 2019$205,000
-1.4%
2,295
-14.8%
0.04%
-17.3%
Q4 2018$208,000
-13.7%
2,695
+17.4%
0.05%
-1.9%
Q3 2018$241,000
-0.4%
2,295
-0.6%
0.05%
-7.0%
Q2 2018$242,000
+13.6%
2,3080.0%0.06%
+7.5%
Q1 2018$213,000
-6.6%
2,3080.0%0.05%
-3.6%
Q4 2017$228,000
+5.6%
2,3080.0%0.06%
-3.5%
Q3 2017$216,000
-4.4%
2,308
-9.6%
0.06%
-8.1%
Q2 2017$226,0002,5530.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
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