Mascoma Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$12,294
+3.5%
970.0%0.00%0.0%
Q2 2023$11,883
-73.7%
97
-74.9%
0.00%
-69.2%
Q1 2023$45,247
-2.9%
387
+0.8%
0.01%
-13.3%
Q4 2022$46,610
+366.1%
384
+295.9%
0.02%
+400.0%
Q3 2022$10,0000.0%970.0%0.00%0.0%
Q2 2022$10,0000.0%970.0%0.00%0.0%
Q1 2022$10,000
+25.0%
970.0%0.00%0.0%
Q4 2021$8,000
-95.7%
97
-95.2%
0.00%
-97.6%
Q3 2017$187,000
-7.0%
2,000
-12.1%
0.12%
-8.1%
Q2 2017$201,000
-18.6%
2,275
-10.8%
0.14%
-23.2%
Q1 2017$247,000
-7.5%
2,5500.0%0.18%
-9.7%
Q4 2016$267,0002,5500.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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