SeaCrest Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
SeaCrest Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,468,113
+168.9%
27,364
+139.5%
0.45%
+176.7%
Q2 2023$1,289,768
-61.7%
11,425
-61.2%
0.16%
-64.3%
Q1 2023$3,367,615
-2.1%
29,481
+3.9%
0.46%
-7.5%
Q4 2022$3,440,471
+124.3%
28,368
+87.9%
0.49%
+111.6%
Q3 2022$1,534,000
-50.7%
15,098
-51.7%
0.23%
-40.6%
Q2 2022$3,112,000
-44.3%
31,281
-40.1%
0.39%
-38.9%
Q1 2022$5,587,000
+400.6%
52,193
+263.1%
0.64%
+426.2%
Q4 2021$1,116,000
-2.7%
14,374
-7.4%
0.12%
-11.6%
Q3 2021$1,147,000
-0.3%
15,519
+2.3%
0.14%
-0.7%
Q2 2021$1,151,000
+8.0%
15,166
-3.3%
0.14%
-1.4%
Q1 2021$1,066,000
+111.1%
15,680
+61.1%
0.14%
+98.6%
Q4 2020$505,000
+88.4%
9,731
+46.4%
0.07%
+65.1%
Q3 2020$268,000
-66.6%
6,647
-58.4%
0.04%
-69.1%
Q2 2020$803,000
+6591.7%
15,963
+11384.2%
0.14%
+6850.0%
Q1 2019$12,0000.0%139
-10.3%
0.00%0.0%
Q4 2018$12,0000.0%155
+40.9%
0.00%0.0%
Q3 2018$12,0000.0%1100.0%0.00%0.0%
Q2 2018$12,000
+20.0%
1100.0%0.00%0.0%
Q1 2018$10,000
-9.1%
1100.0%0.00%0.0%
Q4 2017$11,0001100.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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