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 | $821,529 | +29.6% | 6,482 | +15.4% | 0.35% | +28.9% |
| Q2 2023 | $633,990 | +0.1% | 5,616 | +1.3% | 0.27% | -9.6% |
| Q1 2023 | $633,520 | -5.8% | 5,546 | 0.0% | 0.30% | -11.7% |
| Q4 2022 | $672,619 | +17.0% | 5,546 | -2.1% | 0.34% | +6.9% |
| Q3 2022 | $575,000 | +1.6% | 5,664 | -0.4% | 0.32% | +9.2% |
| Q2 2022 | $566,000 | -7.1% | 5,687 | 0.0% | 0.29% | +2.8% |
| Q1 2022 | $609,000 | +37.8% | 5,687 | 0.0% | 0.28% | +39.0% |
| Q4 2021 | $442,000 | +5.2% | 5,687 | 0.0% | 0.20% | -3.8% |
| Q3 2021 | $420,000 | -2.8% | 5,687 | 0.0% | 0.21% | -12.3% |
| Q2 2021 | $432,000 | +11.6% | 5,687 | 0.0% | 0.24% | +0.8% |
| Q1 2021 | $387,000 | +29.9% | 5,687 | -0.9% | 0.24% | +14.2% |
| Q4 2020 | $298,000 | +29.0% | 5,741 | 0.0% | 0.21% | +7.7% |
| Q3 2020 | $231,000 | -26.0% | 5,741 | -7.4% | 0.20% | -33.3% |
| Q2 2020 | $312,000 | +19.1% | 6,201 | -9.6% | 0.29% | -2.6% |
| Q1 2020 | $262,000 | +28.4% | 6,857 | +162.5% | 0.30% | +39.8% |
| Q3 2019 | $204,000 | -8.1% | 2,612 | 0.0% | 0.22% | -9.6% |
| Q2 2019 | $222,000 | – | 2,612 | – | 0.24% | – |
Download | ||||||
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% |