REILLY FINANCIAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 285 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$13,000
+8.3%
1640.0%0.00%0.0%
Q3 2021$12,0000.0%1640.0%0.00%0.0%
Q2 2021$12,000
+9.1%
1640.0%0.00%0.0%
Q1 2021$11,000
+22.2%
1640.0%0.00%0.0%
Q4 2020$9,000
+28.6%
1640.0%0.00%0.0%
Q3 2020$7,000
-12.5%
1640.0%0.00%0.0%
Q2 2020$8,000
+33.3%
1640.0%0.00%0.0%
Q1 2020$6,000
-53.8%
1640.0%0.00%0.0%
Q4 2019$13,000
-40.9%
164
-41.4%
0.00%
-66.7%
Q3 2019$22,000
-8.3%
2800.0%0.00%0.0%
Q2 2019$24,000
-4.0%
2800.0%0.00%0.0%
Q1 2019$25,000
+13.6%
2800.0%0.00%0.0%
Q4 2018$22,000
-24.1%
2800.0%0.00%
-25.0%
Q3 2018$29,0000.0%2800.0%0.00%0.0%
Q2 2018$29,000
+11.5%
2800.0%0.00%0.0%
Q1 2018$26,000
-23.5%
280
-19.5%
0.00%
-20.0%
Q4 2017$34,000
+126.7%
348
+112.2%
0.01%
+150.0%
Q3 2017$15,0000.0%1640.0%0.00%0.0%
Q2 2017$15,000
-6.2%
1640.0%0.00%
-33.3%
Q1 2017$16,000
-5.9%
1640.0%0.00%0.0%
Q4 2016$17,000
+6.2%
1640.0%0.00%0.0%
Q3 2016$16,0000.0%1640.0%0.00%0.0%
Q2 2016$16,000
+14.3%
1640.0%0.00%
+50.0%
Q1 2016$14,0000.0%1640.0%0.00%0.0%
Q4 2015$14,0000.0%1640.0%0.00%
-33.3%
Q3 2015$14,000
-22.2%
1640.0%0.00%0.0%
Q2 2015$18,000
+20.0%
164
+22.4%
0.00%0.0%
Q1 2015$15,000
-11.8%
1340.0%0.00%
-25.0%
Q1 2014$17,0001340.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 120,794$14,649,89614.20%
RFG HOLDINGS, INC. 107,497$13,037,18113.59%
Main Management ETF Advisors, LLC 838,040$101,6379.49%
STAPP WEALTH MANAGEMENT, PLLC 32,062$3,8889.32%
Marmo Financial Group, LLC 73,259$8,884,7928.58%
CORA CAPITAL ADVISORS LLC 88,356$10,715,7587.37%
Boxwood Ventures, Inc. 27,720$3,3626.03%
M Financial Asset Management, Inc. 12,969$1,5735.74%
GoalFusion Wealth Management, LLC 51,731$6,460,1675.21%
Main Management LLC 286,958$34,8024.01%
View complete list of VANGUARD WORLD FDS shareholders