TWIN FOCUS CAPITAL PARTNERS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 256 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 1.32 and the average weighting 0.3%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,657,716
+54.3%
28,860
+37.4%
0.82%
+71.6%
Q2 2023$2,370,690
-1.2%
21,0000.0%0.48%
+0.6%
Q1 2023$2,398,830
-5.8%
21,0000.0%0.48%
-10.5%
Q4 2022$2,546,880
+88.5%
21,000
+57.9%
0.53%
+63.7%
Q3 2022$1,351,000
+2.1%
13,3000.0%0.32%
+9.4%
Q2 2022$1,323,000
-7.1%
13,3000.0%0.30%
+7.2%
Q1 2022$1,424,000
+45.6%
13,300
+5.6%
0.28%
+41.3%
Q4 2021$978,000
+64.1%
12,600
+56.3%
0.20%
+41.0%
Q3 2021$596,000
+42.9%
8,060
+46.5%
0.14%
+43.3%
Q2 2021$417,000
-0.2%
5,500
-10.6%
0.10%
-19.2%
Q1 2021$418,000
+31.0%
6,1500.0%0.12%
+22.4%
Q4 2020$319,000
+28.6%
6,1500.0%0.10%
+8.9%
Q3 2020$248,000
-19.7%
6,1500.0%0.09%
-27.4%
Q2 2020$309,000
+26.1%
6,150
-4.1%
0.12%
+9.7%
Q1 2020$245,000
-74.6%
6,411
-45.9%
0.11%
-63.7%
Q4 2019$966,000
+102.5%
11,857
+94.0%
0.31%
+65.4%
Q3 2019$477,000
-28.4%
6,111
-22.0%
0.19%
-32.9%
Q2 2019$666,000
-4.9%
7,8300.0%0.28%
-14.6%
Q1 2019$700,000
+25.2%
7,830
+8.1%
0.33%
+31.2%
Q4 2018$559,000
+16.7%
7,245
+58.9%
0.25%
+1.2%
Q3 2018$479,000
-1.0%
4,560
-1.0%
0.25%0.0%
Q2 2018$484,000
+13.3%
4,606
-0.4%
0.25%
+16.5%
Q1 2018$427,000
-6.8%
4,6260.0%0.21%
-8.6%
Q4 2017$458,000
+5.8%
4,6260.0%0.23%
+3.6%
Q3 2017$433,000
+5.9%
4,6260.0%0.22%0.0%
Q2 2017$409,000
-7.0%
4,626
+1.6%
0.22%
-15.5%
Q1 2017$440,000
-8.7%
4,551
-1.1%
0.26%
-15.6%
Q4 2016$482,0004,6010.31%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2017
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 208,791$26,811,00025.00%
Beacon Capital Management, Inc. 227,050$29,155,0006.96%
Summit Equities Inc 104,497$13,418,0005.92%
Creative Planning 1,584,650$203,485,0003.06%
Regis Management CO LLC 76,888$9,873,0003.06%
Baker Ellis Asset Management LLC 68,659$8,816,0003.05%
CHARTIST INC /CA/ 44,173$5,667,0003.02%
RAND WEALTH, LLC 78,663$10,101,0001.75%
Asset Management Group, Inc. 23,064$2,962,0001.70%
Archford Capital Strategies, LLC 11,929$1,531,808,0001.28%
View complete list of VANGUARD WORLD FDS shareholders