Avidian Wealth Solutions, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$209,045
-81.2%
1,649
-83.2%
0.02%
-79.5%
Q2 2023$1,109,120
-84.9%
9,825
-84.7%
0.07%
-81.9%
Q1 2023$7,358,210
-7.2%
64,416
-1.4%
0.40%
-21.7%
Q4 2022$7,927,176
+23.3%
65,363
+3.2%
0.52%
+11.0%
Q3 2022$6,431,000
-21.9%
63,309
-23.5%
0.46%
-20.1%
Q2 2022$8,230,000
-2.0%
82,740
+5.5%
0.58%
+13.2%
Q1 2022$8,394,000
+45.5%
78,419
+5.5%
0.51%
+43.2%
Q4 2021$5,771,000
+7.6%
74,356
+2.5%
0.36%
-12.0%
Q3 2021$5,362,000
+1070.7%
72,560
+1101.7%
0.41%
+1065.7%
Q2 2021$458,000
+13.6%
6,038
+1.9%
0.04%
+2.9%
Q1 2021$403,000
+31.3%
5,9280.0%0.03%
+17.2%
Q4 2020$307,0005,9280.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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