Allen Investment Management, 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
Allen Investment Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2019$380,000
-4.8%
4,4670.0%0.01%
-8.3%
Q1 2019$399,000
+16.0%
4,4670.0%0.01%
-14.3%
Q4 2018$344,000
-26.8%
4,4670.0%0.01%
-12.5%
Q3 2018$470,000
+0.2%
4,4670.0%0.02%
-11.1%
Q2 2018$469,000
+13.6%
4,4670.0%0.02%
+5.9%
Q1 2018$413,000
-6.6%
4,4670.0%0.02%
-15.0%
Q4 2017$442,000
+5.7%
4,4670.0%0.02%
+5.3%
Q3 2017$418,000
-64.2%
4,467
-66.2%
0.02%
-66.1%
Q2 2017$1,169,000
-8.5%
13,2130.0%0.06%
-15.2%
Q1 2017$1,278,000
-5.7%
13,213
+2.1%
0.07%
-18.5%
Q4 2016$1,355,000
+231.3%
12,935
+208.8%
0.08%
+211.5%
Q3 2016$409,000
-50.8%
4,189
-52.1%
0.03%
-55.2%
Q2 2016$832,0008,7460.06%
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