Simplicity Solutions, 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
Simplicity Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,822,261
+100.5%
45,939
+78.6%
0.19%
+136.7%
Q2 2023$2,903,211
-41.2%
25,717
-40.5%
0.08%
-38.8%
Q1 2023$4,938,853
+125.5%
43,236
+2.4%
0.13%
+303.1%
Q4 2020$2,190,000
+19.5%
42,223
-7.1%
0.03%
-5.9%
Q3 2020$1,833,000
-9.9%
45,461
+12.4%
0.03%
-15.0%
Q2 2020$2,035,000
+25.7%
40,461
-4.5%
0.04%
-20.0%
Q1 2020$1,619,000
+298.8%
42,351
+832.4%
0.05%
+108.3%
Q1 2019$406,000
+2.8%
4,542
-11.4%
0.02%
-52.9%
Q4 2018$395,000
-63.6%
5,124
-60.8%
0.05%
-60.2%
Q4 2015$1,086,00013,0630.13%
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