VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 287 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,854 | +11.8% | 3,849 | -0.4% | 0.26% | +15.8% |
| Q2 2023 | $436,348 | -5.5% | 3,865 | -4.4% | 0.22% | -9.4% |
| Q1 2023 | $461,748 | -5.7% | 4,042 | +0.1% | 0.24% | -12.9% |
| Q4 2022 | $489,761 | +16.9% | 4,038 | -2.0% | 0.28% | +8.5% |
| Q3 2022 | $419,000 | -1.2% | 4,121 | -3.4% | 0.26% | +0.8% |
| Q2 2022 | $424,000 | -10.2% | 4,265 | -3.4% | 0.26% | -1.2% |
| Q1 2022 | $472,000 | +33.0% | 4,413 | -3.5% | 0.26% | +34.2% |
| Q4 2021 | $355,000 | -3.8% | 4,575 | -8.3% | 0.19% | -10.6% |
| Q3 2021 | $369,000 | -1.6% | 4,989 | +0.8% | 0.22% | -2.3% |
| Q2 2021 | $375,000 | +11.6% | 4,947 | +0.3% | 0.22% | +5.7% |
| Q1 2021 | $336,000 | +31.2% | 4,934 | 0.0% | 0.21% | +21.5% |
| Q4 2020 | $256,000 | +27.4% | 4,934 | -1.1% | 0.17% | +12.4% |
| Q3 2020 | $201,000 | -42.4% | 4,987 | +50.1% | 0.15% | -50.3% |
| Q3 2018 | $349,000 | 0.0% | 3,322 | 0.0% | 0.31% | -9.7% |
| Q2 2018 | $349,000 | +17.1% | 3,322 | +3.1% | 0.34% | +9.3% |
| Q1 2018 | $298,000 | -6.0% | 3,222 | +0.5% | 0.31% | -5.7% |
| Q4 2017 | $317,000 | – | 3,207 | – | 0.33% | – |
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% |