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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,323,628 | +23.5% | 18,209 | +10.2% | 3.13% | +56.2% |
| Q2 2023 | $1,881,643 | +5.3% | 16,527 | +5.7% | 2.00% | +4.3% |
| Q1 2023 | $1,786,825 | -8.3% | 15,642 | +0.1% | 1.92% | -10.8% |
| Q4 2022 | $1,949,354 | -1.2% | 15,625 | -16.9% | 2.15% | -7.4% |
| Q3 2022 | $1,973,000 | -2.9% | 18,807 | -7.9% | 2.32% | +2.4% |
| Q2 2022 | $2,032,000 | -12.4% | 20,431 | -5.7% | 2.27% | -2.2% |
| Q1 2022 | $2,319,000 | +30.5% | 21,664 | -1.4% | 2.32% | +34.7% |
| Q4 2021 | $1,777,000 | – | 21,975 | – | 1.72% | – |
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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% |