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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $228,696 | -19.5% | 1,950 | -13.0% | 0.10% | -25.2% |
| Q3 2023 | $284,024 | +6.8% | 2,241 | -4.9% | 0.14% | +11.2% |
| Q2 2023 | $265,969 | -7.5% | 2,356 | -6.4% | 0.12% | -12.0% |
| Q1 2023 | $287,631 | -16.2% | 2,518 | -11.0% | 0.14% | -12.9% |
| Q4 2022 | $343,222 | +16.0% | 2,830 | -3.0% | 0.16% | +10.9% |
| Q3 2022 | $296,000 | +3.1% | 2,917 | +1.1% | 0.15% | +4.3% |
| Q2 2022 | $287,000 | – | 2,884 | – | 0.14% | – |
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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% |