D'Orazio & Associates, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 336 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.3%.

Quarter-by-quarter ownership
D'Orazio & Associates, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$347,402
+17.0%
2,864
-1.2%
0.08%
-5.7%
Q3 2022$297,000
+3.1%
2,900
+0.1%
0.09%
+13.0%
Q2 2022$288,000
-5.6%
2,896
+1.7%
0.08%
+4.1%
Q1 2022$305,000
+626.2%
2,848
+405.0%
0.07%
+640.0%
Q3 2021$42,000
-2.3%
5640.0%0.01%
-9.1%
Q2 2021$43,000
-18.9%
564
-27.3%
0.01%
-26.7%
Q1 2021$53,000
-53.1%
776
-64.4%
0.02%
-59.5%
Q4 2020$113,000
-57.2%
2,181
-66.7%
0.04%
-65.4%
Q3 2020$264,000
-51.1%
6,548
-39.0%
0.11%
-54.5%
Q2 2020$540,000
+24.1%
10,728
-5.7%
0.24%
+10.3%
Q1 2020$435,000
-67.8%
11,379
-31.4%
0.21%
-46.6%
Q4 2019$1,351,000
-5.1%
16,578
-9.2%
0.40%
-12.7%
Q3 2019$1,424,000
-11.1%
18,252
-3.1%
0.46%
-1.1%
Q2 2019$1,601,000
-4.9%
18,835
+0.0%
0.46%
-7.4%
Q1 2019$1,683,000
+15.4%
18,829
-0.5%
0.50%
+4.2%
Q4 2018$1,459,000
-71.5%
18,923
-61.2%
0.48%
-74.4%
Q3 2018$5,125,000
-27.7%
48,763
-27.8%
1.87%
-31.2%
Q2 2018$7,093,000
-40.9%
67,504
-48.1%
2.72%
-39.4%
Q1 2018$12,005,000
-46.1%
129,971
-42.3%
4.49%
-42.7%
Q4 2017$22,286,000
+0.4%
225,225
-5.0%
7.83%
-4.8%
Q3 2017$22,196,000
+3.3%
237,187
-2.3%
8.23%
-1.4%
Q2 2017$21,492,000
-17.7%
242,845
-10.1%
8.35%
-18.0%
Q1 2017$26,111,000
-8.3%
269,995
-0.8%
10.18%
-10.4%
Q4 2016$28,483,000
+8.0%
272,092
+0.8%
11.36%
+7.6%
Q3 2016$26,373,000
+6.9%
269,968
+4.0%
10.56%
+8.1%
Q2 2016$24,682,000
+24.3%
259,480
+12.2%
9.77%
+17.1%
Q1 2016$19,855,000
+24.6%
231,365
+20.7%
8.34%
+7.2%
Q4 2015$15,939,000
+5.5%
191,761
+17.4%
7.78%
+1.7%
Q3 2015$15,103,000
+65.8%
163,377
+91.8%
7.66%
+26.3%
Q2 2015$9,110,000
+88.0%
85,180
+92.1%
6.06%
+58.4%
Q1 2015$4,846,000
+62.5%
44,347
+66.0%
3.83%
+90.0%
Q4 2014$2,982,000
+1486.2%
26,715
+1759.1%
2.02%
+1370.8%
Q3 2014$188,000
+135.0%
1,437
+158.9%
0.14%
+128.3%
Q2 2014$80,000
+12.7%
5550.0%0.06%
+7.1%
Q1 2014$71,000
+1.4%
5550.0%0.06%
-5.1%
Q4 2013$70,0005550.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders