VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,211,613 | +9.0% | 17,450 | -2.9% | 1.32% | +11.7% |
| Q2 2023 | $2,028,633 | -5.8% | 17,970 | -4.7% | 1.18% | -11.6% |
| Q1 2023 | $2,153,236 | -43.5% | 18,850 | -40.0% | 1.33% | -48.8% |
| Q4 2022 | $3,808,798 | +14.1% | 31,405 | -4.5% | 2.60% | +13.1% |
| Q3 2022 | $3,339,000 | +63.0% | 32,870 | +59.6% | 2.30% | +57.6% |
| Q2 2022 | $2,049,000 | +3.4% | 20,600 | +11.3% | 1.46% | +16.0% |
| Q1 2022 | $1,982,000 | – | 18,515 | – | 1.26% | – |
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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% |