DOWLING & YAHNKE LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$15,788,000
+4.2%
155,429
+2.0%
0.74%
+3.1%
Q2 2022$15,151,000
-7.4%
152,321
-0.4%
0.71%
+0.3%
Q1 2022$16,362,000
+37.6%
152,863
-0.2%
0.71%
+24.3%
Q4 2021$11,892,000
+6.6%
153,234
+1.5%
0.57%
-7.3%
Q3 2021$11,154,000
-0.5%
150,939
+2.2%
0.62%
-4.2%
Q2 2021$11,206,000
+11.9%
147,659
+0.3%
0.64%
-5.8%
Q1 2021$10,012,000
+30.6%
147,233
-0.4%
0.68%
+25.3%
Q4 2020$7,665,000
+66.2%
147,809
+29.2%
0.55%
+47.6%
Q3 2020$4,611,000
-9.0%
114,382
+13.6%
0.37%
-12.9%
Q2 2020$5,065,000
+44.9%
100,700
+10.1%
0.42%
+26.1%
Q1 2020$3,495,000
+29.4%
91,455
+175.9%
0.34%
+62.8%
Q4 2019$2,701,000
+35.2%
33,149
+29.4%
0.21%
+25.5%
Q3 2019$1,998,000
-33.7%
25,614
-27.8%
0.16%
-34.0%
Q2 2019$3,015,000
-28.8%
35,468
-25.1%
0.25%
-38.6%
Q1 2019$4,233,000
+14.3%
47,363
+14.8%
0.41%
+6.0%
Q4 2018$3,704,000
-5.5%
41,265
+10.7%
0.38%
+12.3%
Q3 2018$3,920,000
-1.5%
37,291
-1.5%
0.34%
-7.6%
Q2 2018$3,978,000
+9.2%
37,855
-4.0%
0.37%
+8.5%
Q1 2018$3,644,000
-7.5%
39,446
-1.0%
0.34%
-4.2%
Q4 2017$3,941,000
+3.4%
39,826
-2.2%
0.36%
-8.0%
Q3 2017$3,811,000
+26.7%
40,721
+19.8%
0.39%
+22.1%
Q2 2017$3,008,000
+0.1%
33,991
+9.4%
0.32%
-0.9%
Q1 2017$3,005,000
-8.0%
31,077
-0.4%
0.32%
-12.3%
Q4 2016$3,265,000
+6.5%
31,191
-0.7%
0.36%
+1.7%
Q3 2016$3,067,000
+0.3%
31,396
-2.3%
0.36%
-2.2%
Q2 2016$3,057,000
+9.1%
32,136
-1.6%
0.37%
+6.1%
Q1 2016$2,802,000
+9.2%
32,651
+5.8%
0.35%
+7.1%
Q4 2015$2,566,000
+27.8%
30,873
+30.3%
0.32%
+18.3%
Q3 2015$2,008,000
-3.6%
23,692
+21.6%
0.27%
+4.2%
Q2 2015$2,084,000
-5.1%
19,482
-3.1%
0.26%
-4.7%
Q1 2015$2,197,000
+3.2%
20,102
+5.4%
0.28%
+3.8%
Q4 2014$2,129,000
+67.2%
19,075
+96.4%
0.26%
+57.7%
Q3 2014$1,273,000
-8.9%
9,7100.0%0.17%
-7.2%
Q2 2014$1,398,000
+10.8%
9,710
-1.2%
0.18%
+9.0%
Q1 2014$1,262,000
+1.8%
9,829
+0.2%
0.17%
-4.6%
Q4 2013$1,240,000
+6.0%
9,8050.0%0.17%
-4.9%
Q3 2013$1,170,000
+6.2%
9,8050.0%0.18%0.0%
Q2 2013$1,102,0009,8050.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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