BSW Wealth Partners - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

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 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 120,794$14,649,89614.20%
RFG HOLDINGS, INC. 107,497$13,037,18113.59%
Main Management ETF Advisors, LLC 838,040$101,6379.49%
STAPP WEALTH MANAGEMENT, PLLC 32,062$3,8889.32%
Marmo Financial Group, LLC 73,259$8,884,7928.58%
CORA CAPITAL ADVISORS LLC 88,356$10,715,7587.37%
Boxwood Ventures, Inc. 27,720$3,3626.03%
M Financial Asset Management, Inc. 12,969$1,5735.74%
GoalFusion Wealth Management, LLC 51,731$6,460,1675.21%
Main Management LLC 286,958$34,8024.01%
View complete list of VANGUARD WORLD FDS shareholders