VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,318 | +18.7% | 4,271 | +5.7% | 0.08% | +21.0% |
| Q2 2023 | $455,993 | -3.0% | 4,039 | -1.8% | 0.06% | -4.6% |
| Q1 2023 | $470,058 | -4.7% | 4,115 | +1.2% | 0.06% | -9.7% |
| Q4 2022 | $493,024 | +52.6% | 4,065 | +28.0% | 0.07% | +41.2% |
| Q3 2022 | $323,000 | +46.2% | 3,177 | +43.0% | 0.05% | +54.5% |
| Q2 2022 | $221,000 | +1200.0% | 2,222 | +958.1% | 0.03% | +266.7% |
| Q4 2015 | $17,000 | – | 210 | – | 0.01% | – |
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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% |