VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,364 | -2.5% | 66,000 | -13.2% | 4.13% | +3.7% |
| Q2 2023 | $8,579 | +87.2% | 76,000 | +101.1% | 3.98% | +16.5% |
| Q4 2022 | $4,584 | -99.9% | 37,800 | -19.6% | 3.42% | -12.8% |
| Q3 2022 | $4,774,000 | +26.3% | 47,000 | +23.7% | 3.92% | +21.2% |
| Q2 2022 | $3,779,000 | -71.4% | 38,000 | -78.2% | 3.23% | -52.9% |
| Q2 2021 | $13,212,000 | +138.9% | 174,100 | +211.4% | 6.86% | +281.9% |
| Q4 2017 | $5,531,000 | -13.5% | 55,900 | -18.2% | 1.80% | -11.2% |
| Q3 2017 | $6,391,000 | +8.0% | 68,300 | +11.6% | 2.02% | -43.1% |
| Q1 2017 | $5,918,000 | – | 61,200 | – | 3.55% | – |
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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% |