Carolina Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Carolina Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$1
-99.9%
100.0%0.00%0.0%
Q3 2022$1,0000.0%100.0%0.00%0.0%
Q2 2022$1,0000.0%100.0%0.00%0.0%
Q1 2022$1,0000.0%100.0%0.00%0.0%
Q4 2021$1,0000.0%100.0%0.00%0.0%
Q3 2021$1,0000.0%100.0%0.00%0.0%
Q2 2021$1,000
-75.0%
10
-84.8%
0.00%
-66.7%
Q1 2021$4,000
+300.0%
66
+560.0%
0.00%
+200.0%
Q4 2020$1,000100.0%0.00%
Q3 2020$0
-100.0%
100.0%0.00%
-100.0%
Q2 2020$1,000100.0%0.00%
Q1 2020$0
-100.0%
10
-94.5%
0.00%
-100.0%
Q4 2019$15,0001810.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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