Kore Private Wealth LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 304 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$527,000
-29.5%
5,186
-30.9%
0.10%
-17.4%
Q2 2022$747,000
+65.6%
7,506
+23.1%
0.12%
+144.7%
Q3 2021$451,000
-12.1%
6,097
-9.8%
0.05%
-19.0%
Q2 2021$513,000
+24.2%
6,762
+11.4%
0.06%
+3.6%
Q1 2021$413,000
-42.9%
6,070
-66.2%
0.06%
-60.0%
Q3 2020$723,000
-49.5%
17,945
-37.0%
0.14%
-52.2%
Q2 2020$1,433,000
+19.1%
28,493
-9.5%
0.29%
+1.7%
Q1 2020$1,203,000
-29.0%
31,471
+51.4%
0.29%
-10.6%
Q4 2019$1,694,000
+7.8%
20,782
+0.7%
0.32%
-9.0%
Q3 2019$1,572,000
-12.5%
20,638
-2.3%
0.35%
-12.8%
Q2 2019$1,796,000
-11.3%
21,123
-6.7%
0.41%
-11.0%
Q1 2019$2,025,000
-7.0%
22,651
-19.8%
0.46%
-23.9%
Q4 2018$2,178,00028,2430.60%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
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