VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,903 | +27.0% | 283,281 | +13.2% | 3.64% | +26.8% |
| Q2 2023 | $28,261 | +0.2% | 250,337 | +1.4% | 2.87% | -4.1% |
| Q1 2023 | $28,210 | -18.9% | 246,962 | -13.9% | 2.99% | -25.4% |
| Q4 2022 | $34,802 | -99.9% | 286,958 | -1.1% | 4.01% | +10.3% |
| Q3 2022 | $29,463,000 | -1.6% | 290,051 | -3.7% | 3.64% | +1.8% |
| Q2 2022 | $29,948,000 | -6.7% | 301,075 | +0.4% | 3.58% | +8.0% |
| Q1 2022 | $32,091,000 | +41.1% | 299,804 | +2.3% | 3.31% | +45.3% |
| Q4 2021 | $22,747,000 | +6.3% | 293,091 | +1.2% | 2.28% | -1.0% |
| Q3 2021 | $21,404,000 | +1.2% | 289,630 | +4.0% | 2.30% | +1.4% |
| Q2 2021 | $21,140,000 | +10.2% | 278,567 | -1.2% | 2.27% | +6.5% |
| Q1 2021 | $19,177,000 | +1553.2% | 282,014 | +1161.0% | 2.13% | +1330.9% |
| Q4 2020 | $1,160,000 | +28.7% | 22,364 | 0.0% | 0.15% | +17.3% |
| Q3 2020 | $901,000 | -24.9% | 22,364 | -6.3% | 0.13% | -33.2% |
| Q2 2020 | $1,200,000 | +3900.0% | 23,864 | +2955.6% | 0.19% | +3066.7% |
| Q1 2020 | $30,000 | -84.5% | 781 | -57.6% | 0.01% | -78.6% |
| Q3 2018 | $193,000 | -98.9% | 1,840 | -99.1% | 0.03% | -99.1% |
| Q4 2015 | $16,992,000 | – | 204,424 | – | 3.02% | – |
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% |