VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,185 | +23.7% | 4,136 | +10.2% | 0.04% | +22.2% |
| Q2 2023 | $423,742 | -0.2% | 3,754 | +1.0% | 0.04% | -10.0% |
| Q1 2023 | $424,545 | +1.6% | 3,717 | +7.9% | 0.04% | -7.0% |
| Q4 2022 | $417,928 | -9.7% | 3,445 | -24.4% | 0.04% | +59.3% |
| Q3 2022 | $463,000 | -8.7% | 4,555 | -10.7% | 0.03% | -6.9% |
| Q2 2022 | $507,000 | -22.5% | 5,103 | -16.6% | 0.03% | -9.4% |
| Q1 2022 | $654,000 | +227.0% | 6,118 | +138.9% | 0.03% | +60.0% |
| Q4 2021 | $200,000 | -9.9% | 2,561 | -13.1% | 0.02% | -13.0% |
| Q2 2021 | $222,000 | -7.5% | 2,946 | -16.6% | 0.02% | -28.1% |
| Q1 2021 | $240,000 | +17.6% | 3,534 | +41.1% | 0.03% | +3.2% |
| Q4 2019 | $204,000 | 0.0% | 2,504 | -3.1% | 0.03% | -26.2% |
| Q3 2019 | $204,000 | -7.3% | 2,585 | 0.0% | 0.04% | +44.8% |
| Q2 2019 | $220,000 | -12.4% | 2,585 | -7.3% | 0.03% | -48.2% |
| Q1 2019 | $251,000 | +19.5% | 2,788 | +2.5% | 0.06% | 0.0% |
| Q4 2018 | $210,000 | – | 2,719 | – | 0.06% | – |
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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% |