VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,537,602 | +11.2% | 20,022 | -1.0% | 2.56% | +3.0% |
| Q2 2023 | $2,282,847 | +3.6% | 20,222 | +4.8% | 2.48% | -3.6% |
| Q1 2023 | $2,204,167 | -6.9% | 19,296 | -1.2% | 2.58% | -0.8% |
| Q4 2022 | $2,368,190 | +15.7% | 19,527 | -3.1% | 2.60% | +23.7% |
| Q3 2022 | $2,047,000 | +3.5% | 20,151 | +1.4% | 2.10% | +20.2% |
| Q2 2022 | $1,977,000 | -2.9% | 19,876 | +4.5% | 1.74% | +14.1% |
| Q1 2022 | $2,037,000 | +42.6% | 19,026 | +3.4% | 1.53% | +47.7% |
| Q4 2021 | $1,428,000 | +10.8% | 18,401 | +5.5% | 1.04% | -0.8% |
| Q3 2021 | $1,289,000 | +93.3% | 17,445 | +98.6% | 1.04% | +93.0% |
| Q2 2021 | $667,000 | – | 8,785 | – | 0.54% | – |
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% |