VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,250 | +11.2% | 3,482 | -0.9% | 0.02% | +10.0% |
| Q2 2023 | $396,698 | -0.2% | 3,514 | +1.0% | 0.02% | -9.1% |
| Q1 2023 | $397,295 | -6.3% | 3,478 | -0.5% | 0.02% | -15.4% |
| Q4 2022 | $424,057 | +36.4% | 3,497 | +12.0% | 0.03% | +23.8% |
| Q3 2022 | $311,000 | 0.0% | 3,122 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $311,000 | +21.0% | 3,122 | -5.8% | 0.02% | +40.0% |
| Q4 2021 | $257,000 | -66.5% | 3,314 | -68.1% | 0.02% | -40.0% |
| Q3 2021 | $768,000 | +39.9% | 10,387 | +43.5% | 0.02% | +38.9% |
| Q2 2021 | $549,000 | -17.7% | 7,238 | -26.2% | 0.02% | -25.0% |
| Q1 2021 | $667,000 | – | 9,812 | – | 0.02% | – |
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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% |