VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,917,222 | +12.4% | 15,127 | +0.1% | 0.81% | +16.4% |
| Q2 2023 | $1,705,564 | -1.5% | 15,108 | -0.3% | 0.70% | -4.3% |
| Q1 2023 | $1,731,063 | -9.9% | 15,154 | -4.3% | 0.73% | +12.7% |
| Q4 2022 | $1,920,709 | +19.2% | 15,837 | -0.2% | 0.65% | -13.9% |
| Q3 2022 | $1,612,000 | -7.6% | 15,867 | -0.2% | 0.75% | +16.3% |
| Q2 2022 | $1,745,000 | -2.9% | 15,899 | -5.3% | 0.64% | +12.4% |
| Q1 2022 | $1,798,000 | +33.9% | 16,794 | -2.9% | 0.57% | +100.0% |
| Q4 2021 | $1,343,000 | +0.1% | 17,302 | +0.6% | 0.29% | -10.6% |
| Q3 2021 | $1,341,000 | -25.4% | 17,199 | -27.4% | 0.32% | -41.7% |
| Q2 2021 | $1,798,000 | +12.0% | 23,696 | +0.3% | 0.55% | +1.3% |
| Q1 2021 | $1,606,000 | +4.0% | 23,617 | -9.0% | 0.54% | +2.1% |
| Q4 2020 | $1,544,000 | – | 25,939 | – | 0.53% | – |
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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% |