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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,520 | +6.2% | 2,813 | -5.4% | 0.17% | +9.6% |
| Q2 2023 | $335,735 | +0.1% | 2,974 | +1.3% | 0.16% | -6.0% |
| Q1 2023 | $335,494 | -2.7% | 2,937 | +3.3% | 0.17% | -7.7% |
| Q4 2022 | $344,920 | +22.3% | 2,844 | +2.6% | 0.18% | +11.7% |
| Q3 2022 | $282,000 | +15.1% | 2,772 | +12.5% | 0.16% | +19.1% |
| Q2 2022 | $245,000 | -8.6% | 2,463 | -1.7% | 0.14% | +5.4% |
| Q1 2022 | $268,000 | +19.1% | 2,506 | -13.4% | 0.13% | +21.7% |
| Q4 2021 | $225,000 | – | 2,895 | – | 0.11% | – |
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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% |