EVERMAY WEALTH MANAGEMENT LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$45,428
+12.1%
3560.0%0.01%
+12.5%
Q2 2023$40,539
-0.3%
3560.0%0.01%0.0%
Q1 2023$40,666
-41.3%
356
-37.7%
0.01%
-42.9%
Q4 2022$69,251
+33.2%
571
+12.8%
0.01%
+40.0%
Q3 2022$52,000
+4.0%
5060.0%0.01%0.0%
Q2 2022$50,000
-7.4%
5060.0%0.01%
+11.1%
Q1 2022$54,000
+68.8%
506
+21.9%
0.01%
+50.0%
Q4 2021$32,000
-27.3%
415
-30.8%
0.01%
-33.3%
Q3 2021$44,000
-4.3%
6000.0%0.01%0.0%
Q2 2021$46,0006000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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