Institute for Wealth Management, LLC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$968,618
+22.8%
7,643
+9.4%
0.18%
+31.6%
Q2 2023$789,014
-4.6%
6,989
-3.5%
0.13%
-15.8%
Q1 2023$827,482
-5.3%
7,244
+0.5%
0.16%
-14.1%
Q4 2022$873,922
+13.1%
7,206
-5.3%
0.18%
+6.4%
Q3 2022$773,000
+2.0%
7,613
-0.1%
0.17%
+16.1%
Q2 2022$758,000
-30.3%
7,621
-25.0%
0.15%
-15.3%
Q1 2022$1,088,000
+41.1%
10,163
+2.3%
0.18%
+39.7%
Q4 2021$771,000
+2.8%
9,936
-2.1%
0.13%
-4.5%
Q3 2021$750,000
+23.4%
10,145
+26.7%
0.13%
+23.4%
Q2 2021$608,000
+15.8%
8,008
+3.7%
0.11%
+7.0%
Q1 2021$525,000
+6462.5%
7,724
+7624.0%
0.10%
+4900.0%
Q4 2019$8,000
-99.3%
100
-99.1%
0.00%
-99.5%
Q2 2018$1,188,000
+240.4%
11,326
+201.8%
0.38%
+268.0%
Q1 2018$349,000
-1.7%
3,753
+11.3%
0.10%
+25.6%
Q4 2017$355,000
-88.4%
3,371
-85.3%
0.08%
-97.2%
Q3 2014$3,048,000
-19.4%
22,953
-12.6%
2.90%
-11.3%
Q2 2014$3,782,000
+1978.0%
26,271
+1757.9%
3.27%
+1997.4%
Q1 2014$182,000
-12.5%
1,414
-14.1%
0.16%
+4.0%
Q4 2013$208,0001,6470.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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