B. Riley Wealth Advisors, Inc. - 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
B. Riley Wealth Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,839,241
+13.9%
14,413
+1.6%
0.05%
+38.9%
Q2 2023$1,614,979
-3.0%
14,183
-2.7%
0.04%
-18.2%
Q1 2023$1,664,826
+3.8%
14,574
+10.2%
0.04%
-2.2%
Q4 2022$1,603,676
+45.7%
13,223
+22.1%
0.04%
+36.4%
Q3 2022$1,101,000
+98.7%
10,829
+94.7%
0.03%
+43.5%
Q2 2022$554,000
+4.3%
5,562
+12.3%
0.02%
+35.3%
Q1 2022$531,000
+61.9%
4,952
+17.3%
0.02%
+88.9%
Q4 2021$328,000
-5.7%
4,223
-10.3%
0.01%
-18.2%
Q3 2021$348,000
-94.8%
4,707
-94.6%
0.01%
-94.9%
Q2 2021$6,649,000
+2507.5%
87,605
+2251.2%
0.22%
+2300.0%
Q1 2021$255,000
+17.0%
3,726
+39.5%
0.01%
-52.6%
Q4 2019$218,000
-7.6%
2,671
-11.6%
0.02%
-17.4%
Q3 2019$236,000
-14.5%
3,020
-6.9%
0.02%
-23.3%
Q2 2019$276,000
-4.2%
3,244
+0.8%
0.03%
-16.7%
Q1 2019$288,000
+14.3%
3,219
-1.4%
0.04%0.0%
Q4 2018$252,000
-30.0%
3,265
-4.6%
0.04%
-16.3%
Q3 2018$360,000
-23.6%
3,424
-23.5%
0.04%
-30.6%
Q2 2018$471,000
+30.1%
4,476
+14.5%
0.06%
+21.6%
Q1 2018$362,000
-39.2%
3,910
-35.0%
0.05%
-36.2%
Q4 2017$595,000
-1.5%
6,012
-11.8%
0.08%
-20.0%
Q3 2017$604,0000.0%6,8190.0%0.10%
-9.1%
Q2 2017$604,000
-0.8%
6,819
+8.4%
0.11%
-9.1%
Q1 2017$609,000
-3.0%
6,293
+4.9%
0.12%
-5.5%
Q4 2016$628,000
+15.2%
6,000
-28.7%
0.13%
+19.6%
Q3 2016$545,000
+1.7%
8,417
-0.7%
0.11%0.0%
Q2 2016$536,000
+10.3%
8,473
-7.4%
0.11%
-4.5%
Q1 2016$486,000
-44.1%
9,151
-12.4%
0.11%
-36.4%
Q4 2015$869,000
+30.5%
10,447
+33.3%
0.18%
+10.0%
Q3 2015$666,000
-11.4%
7,838
+11.6%
0.16%
-14.4%
Q2 2015$752,000
+54.7%
7,026
+57.9%
0.19%
+58.5%
Q1 2015$486,000
+34.3%
4,449
+37.2%
0.12%
+1375.0%
Q4 2014$362,000
-46.1%
3,242
-36.8%
0.01%
-92.2%
Q3 2014$672,000
-99.8%
5,128
+6.1%
0.10%
+22.9%
Q2 2014$352,437,000
+123129.7%
4,835
+117.0%
0.08%
-3.5%
Q1 2014$286,000
+50.5%
2,228
+48.5%
0.09%
+41.0%
Q4 2013$190,000
+6.1%
1,5000.0%0.06%0.0%
Q3 2013$179,000
+12.6%
1,500
+6.4%
0.06%
+13.0%
Q2 2013$159,0001,4100.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2017
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