VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,740 | +12.3% | 3,730 | 0.0% | 0.27% | +17.7% |
| Q2 2023 | $421,080 | -1.2% | 3,730 | 0.0% | 0.23% | -5.7% |
| Q1 2023 | $426,078 | -5.8% | 3,730 | 0.0% | 0.24% | -11.6% |
| Q4 2022 | $452,374 | +19.4% | 3,730 | 0.0% | 0.28% | +9.1% |
| Q3 2022 | $379,000 | +2.2% | 3,730 | 0.0% | 0.25% | +5.0% |
| Q2 2022 | $371,000 | -7.0% | 3,730 | 0.0% | 0.24% | +4.8% |
| Q1 2022 | $399,000 | +38.1% | 3,730 | 0.0% | 0.23% | +37.5% |
| Q4 2021 | $289,000 | +33.2% | 3,730 | +27.3% | 0.17% | +20.0% |
| Q3 2021 | $217,000 | -7.7% | 2,930 | -5.5% | 0.14% | -15.7% |
| Q2 2021 | $235,000 | +11.4% | 3,100 | 0.0% | 0.17% | +5.7% |
| Q1 2021 | $211,000 | +31.1% | 3,100 | 0.0% | 0.16% | +9.0% |
| Q4 2020 | $161,000 | – | 3,100 | – | 0.14% | – |
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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% |