Avion Wealth - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avion Wealth ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,790
+12.3%
14,127
+0.0%
0.51%
+22.2%
Q2 2023$1,594
-13.6%
14,126
-7.2%
0.42%
-16.9%
Q1 2023$1,845
+1.3%
15,219
-15.1%
0.50%
-11.3%
Q4 2022$1,821
-99.9%
17,9300.0%0.57%
+0.2%
Q3 2022$1,821,000
-1.0%
17,930
-3.0%
0.57%
-0.9%
Q2 2022$1,840,000
-7.4%
18,494
-0.3%
0.57%0.0%
Q1 2022$1,986,000
+36.5%
18,553
-1.0%
0.57%
+38.6%
Q4 2021$1,455,000
+1.1%
18,746
-3.7%
0.41%
-5.5%
Q3 2021$1,439,000
-3.1%
19,472
-0.5%
0.44%
-3.5%
Q2 2021$1,485,000
+10.0%
19,574
-1.4%
0.45%
-4.2%
Q1 2021$1,350,000
+36.2%
19,853
+3.9%
0.47%
+51.3%
Q4 2020$991,000
+30.9%
19,105
+1.8%
0.31%
+22.4%
Q3 2020$757,000
-20.2%
18,769
-0.5%
0.26%
-22.7%
Q2 2020$949,000
+747.3%
18,872
+542.8%
0.33%
+587.5%
Q1 2020$112,000
-77.0%
2,936
-50.9%
0.05%
-89.0%
Q4 2019$488,000
-11.3%
5,984
-15.2%
0.44%
-16.8%
Q3 2019$550,0007,0560.52%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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