WELCH & FORBES LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
WELCH & FORBES LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$383,641
+12.2%
3,027
-0.0%
0.01%
+20.0%
Q2 2023$341,832
-1.2%
3,0280.0%0.01%
-16.7%
Q1 2023$345,888
-7.8%
3,028
-2.1%
0.01%
-14.3%
Q4 2022$375,240
+34.5%
3,094
+12.7%
0.01%
+40.0%
Q3 2022$279,000
+2.6%
2,7450.0%0.01%0.0%
Q2 2022$272,000
-7.5%
2,7450.0%0.01%0.0%
Q1 2022$294,0002,7450.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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