VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,459 | +13.0% | 3,711 | +1.8% | 0.04% | +2.6% |
| Q1 2023 | $416,319 | +94518.0% | 3,644 | +0.2% | 0.04% | -11.4% |
| Q4 2022 | $440 | -99.9% | 3,635 | -7.2% | 0.04% | +22.2% |
| Q3 2022 | $397,000 | +0.8% | 3,916 | -1.2% | 0.04% | -14.3% |
| Q2 2022 | $394,000 | -12.8% | 3,965 | -6.2% | 0.04% | -8.7% |
| Q1 2022 | $452,000 | +8.7% | 4,225 | -21.3% | 0.05% | +12.2% |
| Q4 2021 | $416,000 | +6.1% | 5,369 | +1.1% | 0.04% | -2.4% |
| Q3 2021 | $392,000 | -3.9% | 5,312 | -1.3% | 0.04% | -6.7% |
| Q2 2021 | $408,000 | +14.3% | 5,381 | +2.2% | 0.04% | +2.3% |
| Q1 2021 | $357,000 | +23.1% | 5,264 | -6.0% | 0.04% | +10.0% |
| Q4 2020 | $290,000 | +41.5% | 5,599 | +186.5% | 0.04% | +2.6% |
| Q3 2018 | $205,000 | – | 1,954 | – | 0.04% | – |
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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% |