MONETA GROUP INVESTMENT ADVISORS 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
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$373,756
+23.2%
2,949
+9.8%
0.01%
+14.3%
Q2 2023$303,335
-10.6%
2,687
-9.6%
0.01%
-12.5%
Q1 2023$339,353
-9.9%
2,971
-1.5%
0.01%
-20.0%
Q4 2022$376,763
-19.8%
3,017
-34.8%
0.01%
-44.4%
Q3 2022$470,000
-15.0%
4,627
-16.8%
0.02%
-5.3%
Q2 2022$553,000
+10.6%
5,559
+19.0%
0.02%
-5.0%
Q1 2022$500,000
+47.5%
4,671
+6.9%
0.02%
+42.9%
Q4 2021$339,000
+5.3%
4,368
+0.3%
0.01%
-6.7%
Q3 2021$322,000
-2.7%
4,357
-0.1%
0.02%0.0%
Q2 2021$331,000
-3.8%
4,362
-13.8%
0.02%
-16.7%
Q1 2021$344,000
-5.5%
5,059
+46.2%
0.02%
-51.4%
Q3 2018$364,0003,4610.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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