REILLY FINANCIAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

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 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders