VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,365,195 | +13.2% | 10,772 | +0.8% | 0.15% | -4.6% |
| Q2 2023 | $1,206,428 | -5.4% | 10,687 | -4.2% | 0.15% | +10.9% |
| Q1 2023 | $1,274,779 | -5.5% | 11,160 | +0.4% | 0.14% | -9.8% |
| Q4 2022 | $1,348,466 | +27.1% | 11,119 | +6.4% | 0.15% | +29.7% |
| Q3 2022 | $1,061,000 | +15.3% | 10,446 | +12.9% | 0.12% | +21.6% |
| Q2 2022 | $920,000 | -6.2% | 9,254 | +1.0% | 0.10% | +5.4% |
| Q1 2022 | $981,000 | +34.8% | 9,165 | -2.3% | 0.09% | +37.3% |
| Q4 2021 | $728,000 | +6.7% | 9,378 | +1.6% | 0.07% | +4.7% |
| Q3 2021 | $682,000 | +1.2% | 9,226 | +3.9% | 0.06% | +1.6% |
| Q2 2021 | $674,000 | +13.7% | 8,882 | +1.8% | 0.06% | +1.6% |
| Q1 2021 | $593,000 | +29.2% | 8,724 | -1.3% | 0.06% | +19.2% |
| Q4 2020 | $459,000 | +27.1% | 8,843 | -1.2% | 0.05% | +6.1% |
| Q3 2020 | $361,000 | -18.9% | 8,953 | +1.2% | 0.05% | -25.8% |
| Q2 2020 | $445,000 | +36.5% | 8,846 | +3.8% | 0.07% | +15.8% |
| Q1 2020 | $326,000 | +210.5% | 8,523 | +560.7% | 0.06% | +216.7% |
| Q4 2019 | $105,000 | – | 1,290 | – | 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% |