VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 333 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 1.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $830,457 | +22.7% | 6,552 | +9.3% | 0.02% | +20.0% |
Q2 2023 | $677,033 | -3.0% | 5,997 | -1.9% | 0.02% | -6.2% |
Q1 2023 | $698,205 | -1.5% | 6,112 | +4.6% | 0.02% | -23.8% |
Q4 2022 | $708,798 | +23.5% | 5,844 | +3.4% | 0.02% | 0.0% |
Q3 2022 | $574,000 | -26.5% | 5,652 | -28.0% | 0.02% | -38.2% |
Q2 2022 | $781,000 | +5.0% | 7,854 | +13.0% | 0.03% | +21.4% |
Q1 2022 | $744,000 | +156.6% | 6,948 | +85.7% | 0.03% | +180.0% |
Q4 2021 | $290,000 | +40.1% | 3,742 | +47.1% | 0.01% | -37.5% |
Q4 2019 | $207,000 | -19.1% | 2,543 | -22.4% | 0.02% | -30.4% |
Q3 2019 | $256,000 | -35.7% | 3,277 | -30.1% | 0.02% | -25.8% |
Q2 2019 | $398,000 | +213.4% | 4,685 | +229.2% | 0.03% | +63.2% |
Q1 2019 | $127,000 | +876.9% | 1,423 | +747.0% | 0.02% | +850.0% |
Q4 2018 | $13,000 | -23.5% | 168 | +1.8% | 0.00% | -50.0% |
Q2 2018 | $17,000 | +13.3% | 165 | 0.0% | 0.00% | +33.3% |
Q1 2018 | $15,000 | -6.2% | 165 | +0.6% | 0.00% | +50.0% |
Q4 2017 | $16,000 | +6.7% | 164 | +1.9% | 0.00% | -66.7% |
Q3 2017 | $15,000 | +7.1% | 161 | 0.0% | 0.01% | +50.0% |
Q2 2017 | $14,000 | – | 161 | – | 0.00% | – |
Download |
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% |