BSW Wealth Partners - 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
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 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