PATHSTONE FAMILY OFFICE, 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
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,667,913
+2824.4%
52,611
+2505.8%
0.05%
+1600.0%
Q2 2023$228,013
-0.6%
2,019
+0.5%
0.00%
-25.0%
Q1 2023$229,440
-95.9%
2,008
-69.2%
0.00%
-91.7%
Q4 2022$5,657,724
+29.8%
6,512
+21.8%
0.05%
+2.1%
Q4 2019$4,358,000
+143.1%
5,348
-76.7%
0.05%
-79.9%
Q3 2019$1,793,000
-8.2%
22,9860.0%0.23%
+1.7%
Q2 2019$1,953,000
-5.0%
22,9860.0%0.23%
-11.9%
Q1 2019$2,055,00022,9860.26%
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