CAMBRIDGE ASSOCIATES LLC /MA/ /ADV - VANGUARD WORLD FDS ownership

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
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,178,871
+12.3%
32,9720.0%0.28%0.0%
Q2 2023$3,722,209
+68.8%
32,972
+70.8%
0.28%
+62.6%
Q1 2023$2,205,667
-5.8%
19,3090.0%0.17%
-5.5%
Q4 2022$2,341,796
-35.3%
19,309
-47.2%
0.18%
-53.6%
Q4 2017$3,619,000
+5.8%
36,5720.0%0.39%
-5.3%
Q3 2017$3,422,000
-33.7%
36,572
-37.3%
0.41%
-49.5%
Q2 2017$5,164,000
-32.7%
58,350
-26.5%
0.82%
-36.5%
Q1 2017$7,678,000
+14.9%
79,394
+24.4%
1.29%
-8.4%
Q4 2016$6,683,000
+17.2%
63,841
+9.4%
1.40%
+16.7%
Q3 2016$5,700,000
-11.0%
58,350
-13.3%
1.20%
-19.5%
Q2 2016$6,403,000
+10.8%
67,3190.0%1.49%
-45.6%
Q1 2016$5,777,000
+3.2%
67,3190.0%2.75%
-5.9%
Q4 2015$5,596,000
+7.5%
67,319
+9.6%
2.92%
-4.0%
Q3 2015$5,204,000
-44.3%
61,400
-29.8%
3.04%
-31.8%
Q2 2015$9,351,000
-2.1%
87,4300.0%4.46%
+0.8%
Q1 2015$9,554,000
-2.1%
87,4300.0%4.43%
-10.3%
Q4 2014$9,759,00087,4304.94%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders