Covestor Ltd - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.

Quarter-by-quarter ownership
Covestor Ltd ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$235
+46.9%
1,849
+30.4%
0.18%
+45.1%
Q2 2023$160
+31.1%
1,418
+32.4%
0.12%
+15.1%
Q1 2023$122
-47.9%
1,071
-44.3%
0.11%
+11.6%
Q4 2022$234
-99.8%
1,924
+83.2%
0.10%
+1.1%
Q3 2022$107,000
+10.3%
1,050
+7.8%
0.09%
+22.1%
Q2 2022$97,000
-35.3%
974
-30.3%
0.08%
-23.0%
Q1 2022$150,000
+163.2%
1,397
+91.9%
0.10%
+25.0%
Q4 2021$57,0007280.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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