VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,229 | +13.3% | 191 | +1.1% | 0.01% | +14.3% |
| Q2 2023 | $21,391 | -1.2% | 189 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21,645 | -5.0% | 189 | +0.5% | 0.01% | -36.4% |
| Q4 2022 | $22,778 | +19.9% | 188 | +2.2% | 0.01% | +37.5% |
| Q3 2022 | $19,000 | +5.6% | 184 | 0.0% | 0.01% | +14.3% |
| Q2 2022 | $18,000 | -5.3% | 184 | +1.1% | 0.01% | +133.3% |
| Q1 2022 | $19,000 | +35.7% | 182 | +0.6% | 0.00% | +50.0% |
| Q4 2021 | $14,000 | +7.7% | 181 | +2.8% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 176 | +1.7% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +33.3% | 173 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +28.6% | 173 | +1.2% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | -22.2% | 171 | +1.2% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +50.0% | 169 | +1.2% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | – | 167 | – | 0.00% | – |
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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% |