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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $967,655 | +130.2% | 7,635 | +105.0% | 0.05% | +122.7% |
| Q2 2023 | $420,416 | -78.8% | 3,724 | -78.5% | 0.02% | -80.5% |
| Q1 2023 | $1,981,563 | +2.8% | 17,347 | +9.1% | 0.11% | -6.6% |
| Q4 2022 | $1,927,529 | +3.9% | 15,893 | -13.0% | 0.12% | -14.2% |
| Q3 2022 | $1,856,000 | +128.3% | 18,273 | +123.6% | 0.14% | +95.8% |
| Q2 2022 | $813,000 | -11.9% | 8,174 | -5.2% | 0.07% | +2.9% |
| Q1 2022 | $923,000 | +189.3% | 8,625 | +105.3% | 0.07% | +250.0% |
| Q2 2021 | $319,000 | +52.6% | 4,201 | +36.4% | 0.02% | +33.3% |
| Q1 2021 | $209,000 | +2.5% | 3,081 | +23.2% | 0.02% | -37.5% |
| Q4 2019 | $204,000 | -6.0% | 2,501 | -2.6% | 0.02% | -25.0% |
| Q2 2019 | $217,000 | +72.2% | 2,568 | +84.2% | 0.03% | -5.9% |
| Q1 2018 | $126,000 | -8.0% | 1,394 | +5.3% | 0.03% | -5.6% |
| Q4 2017 | $137,000 | +168.6% | 1,324 | +143.4% | 0.04% | +63.6% |
| Q3 2017 | $51,000 | -31.1% | 544 | -8.0% | 0.02% | -38.9% |
| Q2 2017 | $74,000 | +32.1% | 591 | +1.7% | 0.04% | -2.7% |
| Q1 2017 | $56,000 | -5.1% | 581 | +3.6% | 0.04% | -17.8% |
| Q4 2016 | $59,000 | – | 561 | – | 0.04% | – |
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% |