VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,593 | +12.3% | 4,723 | 0.0% | 0.18% | +16.5% |
| Q2 2023 | $533,180 | -1.2% | 4,723 | 0.0% | 0.16% | -10.7% |
| Q1 2023 | $539,508 | -16.6% | 4,723 | -11.4% | 0.18% | -24.4% |
| Q4 2022 | $646,786 | +19.3% | 5,333 | 0.0% | 0.23% | +7.3% |
| Q3 2022 | $542,000 | +2.3% | 5,333 | 0.0% | 0.22% | +4.3% |
| Q2 2022 | $530,000 | +6.4% | 5,333 | +14.7% | 0.21% | +33.1% |
| Q1 2022 | $498,000 | +38.0% | 4,649 | 0.0% | 0.16% | +28.7% |
| Q4 2021 | $361,000 | +4.9% | 4,649 | 0.0% | 0.12% | -26.1% |
| Q3 2021 | $344,000 | -2.5% | 4,649 | 0.0% | 0.16% | +19.6% |
| Q2 2021 | $353,000 | +11.7% | 4,649 | 0.0% | 0.14% | +3.0% |
| Q1 2021 | $316,000 | +31.1% | 4,649 | 0.0% | 0.13% | +20.7% |
| Q4 2020 | $241,000 | – | 4,649 | – | 0.11% | – |
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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% |