Avidian Wealth Solutions, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 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 Q2 2022
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