IBEX WEALTH ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 276 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 0.4%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$883
-99.9%
7,281
+20.7%
0.20%
+25.2%
Q3 2022$613,000
-79.9%
6,030
-80.3%
0.16%
-77.4%
Q2 2022$3,049,000
-7.8%
30,647
-0.8%
0.70%
+10.9%
Q1 2022$3,308,000
+365.3%
30,901
+237.5%
0.63%
+402.4%
Q4 2021$711,000
+4978.6%
9,156
+4903.3%
0.13%
+4100.0%
Q3 2021$14,000
-41.7%
183
-37.5%
0.00%
-57.1%
Q2 2019$24,000
-79.7%
293
-74.3%
0.01%
-87.5%
Q4 2016$118,0001,1380.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders