RAYMOND JAMES TRUST N.A. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 287 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$757,018
+112217.2%
5,9730.0%0.02%
+10.0%
Q2 2023$674
-4.3%
5,973
-3.1%
0.02%
-9.1%
Q1 2023$704
-5.8%
6,1610.0%0.02%
-12.0%
Q4 2022$747
-99.9%
6,1610.0%0.02%
+8.7%
Q3 2022$626,000
+5.4%
6,161
+3.1%
0.02%
+9.5%
Q2 2022$594,000
-7.0%
5,9730.0%0.02%
+5.0%
Q1 2022$639,000
-33.2%
5,973
-51.6%
0.02%
-28.6%
Q4 2021$957,000
+35.0%
12,332
+28.6%
0.03%
+16.7%
Q3 2021$709,000
-2.6%
9,5900.0%0.02%0.0%
Q2 2021$728,000
+8.0%
9,590
-3.2%
0.02%0.0%
Q1 2021$674,000
+86.7%
9,910
+42.5%
0.02%
+71.4%
Q4 2020$361,000
+78.7%
6,954
+38.8%
0.01%
+55.6%
Q3 2020$202,0005,0100.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders