MONTAG A & ASSOCIATES INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,914,751
+10.9%
69,862
-1.0%
0.56%
+13.7%
Q2 2023$8,035,535
+3.9%
70,567
+4.2%
0.50%
-2.2%
Q1 2023$7,733,257
-20.9%
67,699
-16.0%
0.51%
-22.6%
Q4 2022$9,771,530
+6.6%
80,570
-9.7%
0.65%
+3.0%
Q3 2022$9,169,000
-0.8%
89,179
-4.0%
0.64%
+6.2%
Q2 2022$9,239,000
+1.1%
92,878
+8.8%
0.60%
+23.3%
Q1 2022$9,138,000
+39.2%
85,372
+0.9%
0.48%
+49.7%
Q4 2021$6,567,000
+9.1%
84,617
+3.9%
0.32%
+0.3%
Q3 2021$6,017,000
+74.9%
81,416
+79.6%
0.32%
+76.5%
Q2 2021$3,440,000
+101.8%
45,328
+80.8%
0.18%
+90.6%
Q1 2021$1,705,000
+229.2%
25,077
+417.9%
0.10%
+28.0%
Q2 2015$518,000
+53.3%
4,842
+56.4%
0.08%
+53.1%
Q1 2015$338,0003,0950.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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