Cedar Brook Financial Partners, 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
Cedar Brook Financial Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$774,799
+8.3%
6,113
-3.6%
0.20%
+18.8%
Q2 2023$715,469
+0.7%
6,338
+1.8%
0.17%
-7.1%
Q1 2023$710,826
-2.0%
6,223
+4.0%
0.18%
-10.3%
Q4 2022$725,341
+11.9%
5,981
-6.3%
0.20%
-1.9%
Q3 2022$648,048
+5.9%
6,380
+3.7%
0.21%
+8.3%
Q2 2022$612,000
+8.3%
6,154
+16.7%
0.19%
+30.6%
Q1 2022$565,000
+47.9%
5,275
+7.2%
0.15%
+50.0%
Q4 2021$382,000
+45.2%
4,919
+38.0%
0.10%
+24.1%
Q3 2021$263,000
+22.9%
3,564
+26.2%
0.08%
+27.4%
Q2 2021$214,000
-4.9%
2,824
-14.7%
0.06%
-20.5%
Q1 2021$225,000
+10.3%
3,311
+38.1%
0.08%
-17.0%
Q2 2019$204,000
+1.0%
2,397
+6.0%
0.09%
-4.1%
Q1 2019$202,0002,2620.10%
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