Avior Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$15,887
+12.3%
1250.0%0.00%0.0%
Q2 2023$14,151
-49.1%
125
-48.6%
0.00%
-50.0%
Q1 2023$27,798
+82.9%
243
+94.4%
0.00%
+100.0%
Q4 2022$15,202
+38.2%
125
+8.7%
0.00%0.0%
Q3 2022$11,0000.0%1150.0%0.00%0.0%
Q2 2022$11,000
+37.5%
115
+42.0%
0.00%0.0%
Q1 2022$8,000
+300.0%
81
+161.3%
0.00%
Q4 2021$2,0000.0%310.0%0.00%
Q3 2021$2,0000.0%310.0%0.00%
Q2 2021$2,0000.0%310.0%0.00%
Q1 2021$2,000
+100.0%
310.0%0.00%
Q4 2020$1,0000.0%310.0%0.00%
Q3 2020$1,0000.0%310.0%0.00%
Q2 2020$1,0000.0%310.0%0.00%
Q1 2020$1,000
-50.0%
31
-8.8%
0.00%
Q4 2019$2,0000.0%340.0%0.00%
Q3 2019$2,000
-33.3%
34
+9.7%
0.00%
-100.0%
Q2 2019$3,000
+50.0%
310.0%0.00%
Q1 2019$2,0000.0%310.0%0.00%
Q4 2018$2,000
-33.3%
310.0%0.00%
-100.0%
Q3 2018$3,0000.0%310.0%0.00%0.0%
Q2 2018$3,0000.0%310.0%0.00%0.0%
Q1 2018$3,0000.0%310.0%0.00%0.0%
Q4 2017$3,0000.0%310.0%0.00%0.0%
Q3 2017$3,000310.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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