Congress Wealth Management LLC / DE / - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,555,773
+12.3%
28,055
+0.0%
0.07%0.0%
Q2 2023$3,166,675
+15.2%
28,050
+16.6%
0.07%
+10.6%
Q1 2023$2,747,686
-9.9%
24,053
-19.8%
0.07%
-19.5%
Q3 2022$3,048,000
+18.1%
30,009
+15.7%
0.08%
+24.2%
Q2 2022$2,581,000
-22.9%
25,948
-17.1%
0.07%
-9.6%
Q1 2022$3,349,000
+25.7%
31,289
-8.9%
0.07%
+37.7%
Q4 2021$2,665,00034,3370.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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