Quaker Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
Quaker Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,631,764
+79.8%
52,326
+60.2%
3.23%
+94.0%
Q2 2023$3,688,299
+1.1%
32,672
+2.3%
1.67%
-2.2%
Q1 2023$3,647,083
+108411.8%
31,928
+15.2%
1.70%
-0.1%
Q4 2022$3,361
-99.9%
27,713
+0.5%
1.70%
+16.3%
Q3 2022$2,802,000
+6.8%
27,582
+4.6%
1.47%
+10.7%
Q2 2022$2,623,000
-8.8%
26,373
-1.8%
1.32%
+6.1%
Q1 2022$2,876,000
-5.4%
26,867
-31.4%
1.25%
-3.4%
Q4 2021$3,040,000
+16.7%
39,167
+11.1%
1.29%
-56.8%
Q3 2021$2,605,000
+66.7%
35,244
+53.3%
2.99%
+312.1%
Q1 2021$1,563,00022,9860.72%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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