Welch Group, 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
Welch Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$274,646
+13.6%
2,167
+1.2%
0.02%
+14.3%
Q2 2023$241,698
-1.7%
2,141
-0.6%
0.01%0.0%
Q1 2023$245,892
-9.8%
2,153
-4.2%
0.01%
-12.5%
Q4 2022$272,576
-96.5%
2,247
-98.5%
0.02%
-97.4%
Q4 2020$7,710,000
+507.1%
148,666
+371.8%
0.62%
+456.8%
Q3 2020$1,270,00031,5080.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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