PATTEN & PATTEN INC/TN - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
PATTEN & PATTEN INC/TN ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$728,502
+11.9%
5,748
-0.3%
0.06%
+18.5%
Q2 2023$651,150
-1.2%
5,7680.0%0.05%
-6.9%
Q1 2023$658,879
+94160.2%
5,768
+0.1%
0.06%
-7.9%
Q4 2022$699
-100.0%
5,763
-68.1%
0.06%
-63.8%
Q3 2022$1,837,000
+17.2%
18,085
+14.7%
0.17%
+26.1%
Q2 2022$1,568,000
+11.4%
15,763
+20.0%
0.14%
+34.0%
Q1 2022$1,407,000
+203.2%
13,140
+119.7%
0.10%
+221.9%
Q4 2021$464,000
+5.0%
5,9800.0%0.03%
-5.9%
Q3 2021$442,000
-54.1%
5,980
-52.8%
0.03%
-53.4%
Q2 2021$962,000
+18.0%
12,680
+5.8%
0.07%
+9.0%
Q1 2021$815,00011,9800.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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