CAROLINAS WEALTH CONSULTING LLC - VANGUARD WORLD FDS ownership

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
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,527
+7.0%
71
+1.4%
0.00%0.0%
Q2 2023$7,971
-50.2%
70
-67.1%
0.00%
-50.0%
Q2 2021$16,000
+14.3%
213
+0.5%
0.00%
+33.3%
Q1 2021$14,000
+27.3%
212
+1.0%
0.00%0.0%
Q4 2020$11,000
+37.5%
210
+1.4%
0.00%0.0%
Q3 2020$8,000
-20.0%
207
+1.0%
0.00%
-25.0%
Q2 2020$10,000
+42.9%
205
+1.5%
0.00%0.0%
Q1 2020$7,0002020.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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