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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,617 | +12.3% | 4,952 | 0.0% | 0.14% | +14.4% |
| Q2 2023 | $559,032 | -1.2% | 4,952 | 0.0% | 0.12% | -6.0% |
| Q1 2023 | $565,667 | -5.8% | 4,952 | 0.0% | 0.13% | -14.7% |
| Q4 2022 | $600,579 | +17.3% | 4,952 | -1.7% | 0.16% | +13.0% |
| Q3 2022 | $512,000 | +2.2% | 5,036 | 0.0% | 0.14% | +17.9% |
| Q2 2022 | $501,000 | -6.7% | 5,036 | +0.5% | 0.12% | +6.4% |
| Q1 2022 | $537,000 | +26.4% | 5,013 | -8.4% | 0.11% | +26.4% |
| Q4 2021 | $425,000 | +5.2% | 5,471 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $404,000 | -2.7% | 5,471 | 0.0% | 0.09% | -6.4% |
| Q2 2021 | $415,000 | +1.2% | 5,471 | -9.3% | 0.09% | -6.0% |
| Q1 2021 | $410,000 | +14.8% | 6,033 | -12.4% | 0.10% | +11.1% |
| Q4 2020 | $357,000 | +1.1% | 6,889 | -21.4% | 0.09% | -9.1% |
| Q3 2020 | $353,000 | -41.1% | 8,761 | -26.5% | 0.10% | -47.6% |
| Q2 2020 | $599,000 | -74.5% | 11,915 | -58.6% | 0.19% | -82.5% |
| Q4 2019 | $2,345,000 | – | 28,778 | – | 1.08% | – |
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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% |