BSW Wealth Partners - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
BSW Wealth Partners ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$353,477
+12.3%
2,7890.0%0.08%
+19.7%
Q2 2023$314,850
-1.2%
2,7890.0%0.07%
+1.5%
Q1 2023$318,587
+94156.5%
2,7890.0%0.06%
-11.0%
Q4 2022$338
-99.9%
2,789
-27.5%
0.07%
-24.0%
Q3 2022$391,000
+2.1%
3,8460.0%0.10%
+4.3%
Q2 2022$383,000
-7.0%
3,8460.0%0.09%
-11.5%
Q1 2022$412,000
+38.3%
3,8460.0%0.10%
+38.7%
Q4 2021$298,000
+4.9%
3,8460.0%0.08%
-5.1%
Q3 2021$284,000
-2.7%
3,8460.0%0.08%
-1.2%
Q2 2021$292,000
+11.5%
3,8460.0%0.08%
+5.3%
Q1 2021$262,0003,8460.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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