Frontier Wealth Management LLC - 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
Frontier Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$443,000
-13.8%
4,452
-4.7%
0.03%
+433.3%
Q1 2022$514,000
+27.9%
4,674
-9.7%
0.01%
-77.8%
Q4 2021$402,000
+4.7%
5,175
-0.3%
0.03%0.0%
Q3 2021$384,000
-1.5%
5,193
+1.0%
0.03%0.0%
Q2 2021$390,000
+10.5%
5,143
-1.1%
0.03%0.0%
Q1 2021$353,000
+30.7%
5,198
+0.0%
0.03%
+22.7%
Q4 2020$270,000
+20.0%
5,197
+106.2%
0.02%
-26.7%
Q1 2019$225,000
+11.4%
2,520
-3.9%
0.03%
-3.2%
Q4 2018$202,000
-19.8%
2,623
+9.5%
0.03%
+29.2%
Q3 2018$252,000
+4.6%
2,396
+4.6%
0.02%
-29.4%
Q2 2018$241,0002,2900.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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