VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,508,544 | +13.6% | 11,822 | +0.5% | 0.06% | +27.1% |
| Q2 2023 | $1,327,740 | -3.7% | 11,761 | -2.6% | 0.05% | -4.0% |
| Q1 2023 | $1,378,684 | -5.3% | 12,069 | +0.5% | 0.05% | -12.3% |
| Q4 2022 | $1,456,397 | +19.5% | 12,009 | +1.3% | 0.06% | +5.6% |
| Q3 2022 | $1,219,000 | +0.6% | 11,857 | -2.7% | 0.05% | +5.9% |
| Q2 2022 | $1,212,000 | -4.0% | 12,187 | +3.3% | 0.05% | +15.9% |
| Q1 2022 | $1,263,000 | +38.5% | 11,800 | +0.4% | 0.04% | +41.9% |
| Q4 2021 | $912,000 | +5.2% | 11,749 | +1.4% | 0.03% | -3.1% |
| Q3 2021 | $867,000 | +245.4% | 11,589 | +251.1% | 0.03% | +190.9% |
| Q2 2021 | $251,000 | +12.1% | 3,301 | +0.2% | 0.01% | -8.3% |
| Q1 2021 | $224,000 | +57.7% | 3,295 | +16.9% | 0.01% | +20.0% |
| Q2 2020 | $142,000 | +79.7% | 2,819 | +189.7% | 0.01% | +100.0% |
| Q4 2019 | $79,000 | +3.9% | 973 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $76,000 | +7.0% | 973 | +17.1% | 0.01% | 0.0% |
| Q2 2019 | $71,000 | -18.4% | 831 | -14.6% | 0.01% | -16.7% |
| Q1 2019 | $87,000 | – | 973 | – | 0.01% | – |
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% |