CARY STREET PARTNERS INVESTMENT ADVISORY LLC - VANGUARD WORLD FDS ownership

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
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$10,544,134
+11.5%
83,195
-0.7%
0.57%
-6.7%
Q2 2023$9,457,924
-4.2%
83,780
-3.0%
0.61%
-14.2%
Q1 2023$9,867,530
-6.8%
86,383
-1.0%
0.71%
-9.0%
Q4 2022$10,583,984
+25.2%
87,269
+4.9%
0.78%
+11.9%
Q3 2022$8,453,000
+8.1%
83,209
+5.8%
0.70%
+5.0%
Q2 2022$7,822,000
+1314.5%
78,632
+636.8%
0.66%
+519.6%
Q4 2020$553,00010,6720.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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