Waldron Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 318 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$1,699
-27.2%
14,875
-34.5%
0.08%
-42.8%
Q4 2022$2,334
-99.9%
22,7070.0%0.14%0.0%
Q3 2022$2,334,000
+3.4%
22,7070.0%0.14%
+14.2%
Q2 2022$2,258,000
-7.1%
22,7070.0%0.13%
+1.6%
Q1 2022$2,430,000
+37.9%
22,7070.0%0.12%
+43.7%
Q4 2021$1,762,000
+3.7%
22,7070.0%0.09%
-12.1%
Q3 2021$1,699,000
-39.7%
22,707
-38.9%
0.10%
-45.0%
Q2 2021$2,819,000
+11.6%
37,1470.0%0.18%
+2.9%
Q1 2021$2,525,000
+31.1%
37,1470.0%0.18%
+22.4%
Q4 2020$1,926,000
+28.7%
37,1470.0%0.14%
+11.7%
Q3 2020$1,497,000
-34.3%
37,147
-18.0%
0.13%
-36.3%
Q2 2020$2,278,000
+50.2%
45,302
+14.1%
0.20%
+24.1%
Q1 2020$1,517,000
+210.2%
39,704
+560.6%
0.16%
+268.2%
Q4 2019$489,000
+3.6%
6,0100.0%0.04%
-8.3%
Q3 2019$472,000
+62.8%
6,010
+75.7%
0.05%
+54.8%
Q2 2019$290,000
-4.9%
3,4200.0%0.03%
-8.8%
Q1 2019$305,000
+13.0%
3,420
+5.3%
0.03%
-66.3%
Q4 2015$270,0003,2490.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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