Asset Dedication, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4
+33.3%
290.0%0.00%
Q2 2023$30.0%290.0%0.00%
Q1 2023$3
-25.0%
290.0%0.00%
Q4 2022$4
-99.8%
29
+38.1%
0.00%
Q3 2022$2,0000.0%210.0%0.00%
Q2 2022$2,0000.0%210.0%0.00%
Q1 2022$2,000
-50.0%
21
-60.4%
0.00%
Q4 2021$4,000
-60.0%
53
-58.9%
0.00%
-100.0%
Q3 2021$10,000
+150.0%
129
+143.4%
0.00%0.0%
Q2 2021$4,000
-99.9%
53
-99.9%
0.00%
-99.9%
Q3 2017$3,462,000
+5.8%
36,9840.0%1.67%
+1.4%
Q2 2017$3,273,000
-5.1%
36,984
+3.7%
1.65%
-11.6%
Q1 2017$3,449,000
-7.6%
35,6700.0%1.86%
-13.9%
Q4 2016$3,733,000
-3.0%
35,670
-9.4%
2.16%
-10.9%
Q3 2016$3,847,000
+7.2%
39,380
+4.4%
2.43%
-2.6%
Q2 2016$3,587,000
+77.5%
37,713
+60.2%
2.49%
+67.8%
Q1 2016$2,021,00023,5481.49%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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