SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2017$202,000
+8.6%
2,085
+17.5%
0.02%
-3.8%
Q4 2016$186,000
-65.9%
1,774
-68.2%
0.03%
-67.5%
Q3 2016$546,000
-8.7%
5,585
-11.2%
0.08%
-16.7%
Q2 2016$598,000
+2.6%
6,291
-7.3%
0.10%0.0%
Q1 2016$583,000
-79.9%
6,789
-80.5%
0.10%
-80.8%
Q4 2015$2,900,000
-50.4%
34,892
-49.4%
0.50%
-58.9%
Q3 2015$5,844,00068,9451.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders