Lehman & Derafelo Financial Resources LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$727,316
+19.6%
5,997
+1.5%
0.22%
+12.5%
Q3 2022$608,000
+3.4%
5,9110.0%0.19%
+5.5%
Q2 2022$588,000
-7.1%
5,9110.0%0.18%
+3.4%
Q1 2022$633,000
+37.9%
5,9110.0%0.18%
+26.6%
Q4 2021$459,000
+5.0%
5,9110.0%0.14%
-2.1%
Q3 2021$437,000
-5.8%
5,911
-3.3%
0.14%
+11.8%
Q2 2021$464,000
+11.5%
6,1110.0%0.13%
+8.5%
Q1 2021$416,000
+31.2%
6,1110.0%0.12%
+23.2%
Q4 2020$317,000
+2013.3%
6,111
+1592.8%
0.10%
+1800.0%
Q3 2020$15,000
-16.7%
3610.0%0.01%
-16.7%
Q2 2020$18,0003610.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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