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 | $600,114 | +12.3% | 4,735 | 0.0% | 0.31% | +14.8% |
| Q2 2023 | $534,534 | -1.2% | 4,735 | 0.0% | 0.27% | -10.3% |
| Q1 2023 | $540,879 | -5.8% | 4,735 | 0.0% | 0.30% | -19.0% |
| Q4 2022 | $574,261 | +19.4% | 4,735 | 0.0% | 0.37% | +5.7% |
| Q3 2022 | $481,000 | +2.1% | 4,735 | 0.0% | 0.35% | -12.2% |
| Q2 2022 | $471,000 | -7.1% | 4,735 | 0.0% | 0.40% | -6.5% |
| Q1 2022 | $507,000 | +27.1% | 4,735 | -8.0% | 0.43% | +15.9% |
| Q4 2021 | $399,000 | -59.7% | 5,145 | -61.6% | 0.37% | -61.9% |
| Q3 2021 | $990,000 | -3.1% | 13,395 | -0.6% | 0.97% | -7.7% |
| Q2 2021 | $1,022,000 | +13.3% | 13,470 | +1.5% | 1.06% | -6.6% |
| Q1 2021 | $902,000 | +32.1% | 13,270 | +0.8% | 1.13% | +23.9% |
| Q4 2020 | $683,000 | +51.8% | 13,170 | +17.9% | 0.91% | +34.5% |
| Q3 2020 | $450,000 | -16.2% | 11,170 | +4.7% | 0.68% | -22.3% |
| Q2 2020 | $537,000 | +34.6% | 10,670 | +2.1% | 0.87% | +16.6% |
| Q1 2020 | $399,000 | -53.9% | 10,450 | -1.5% | 0.75% | -32.4% |
| Q4 2019 | $865,000 | – | 10,610 | – | 1.11% | – |
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% |