Investment Research & Advisory Group, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 304 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
Investment Research & Advisory Group, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$502,524
+12.3%
3,9650.0%0.28%
+10.0%
Q2 2023$447,609
-1.2%
3,9650.0%0.26%
-11.0%
Q1 2023$452,922
-5.8%
3,9650.0%0.29%
-7.9%
Q4 2022$480,875
+19.3%
3,9650.0%0.32%
+4.6%
Q3 2022$403,000
+2.3%
3,9650.0%0.30%
+6.0%
Q2 2022$394,000
-7.1%
3,9650.0%0.28%
+7.1%
Q1 2022$424,000
+37.7%
3,9650.0%0.27%
+42.2%
Q4 2021$308,000
+4.4%
3,9650.0%0.19%
-3.6%
Q3 2021$295,000
-2.0%
3,9650.0%0.19%
-2.0%
Q2 2021$301,000
+11.5%
3,9650.0%0.20%0.0%
Q1 2021$270,000
+31.1%
3,9650.0%0.20%
+29.4%
Q4 2020$206,000
+28.8%
3,9650.0%0.15%
+15.0%
Q3 2020$160,000
-19.6%
3,9650.0%0.13%
-25.7%
Q2 2020$199,0003,9650.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
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