TCI Wealth Advisors, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,050,907
+9.1%
16,182
-2.8%
0.26%
+9.2%
Q2 2023$1,880,183
-6.3%
16,655
-5.2%
0.24%
-7.7%
Q1 2023$2,006,336
+2.8%
17,564
+9.1%
0.26%
-3.7%
Q4 2022$1,952,244
-5.6%
16,097
-20.9%
0.27%
-19.2%
Q3 2022$2,067,000
-0.2%
20,353
-2.3%
0.33%
+5.4%
Q2 2022$2,072,000
-9.6%
20,826
-2.8%
0.32%
-7.8%
Q1 2022$2,293,000
+41.3%
21,417
+2.4%
0.34%
+43.3%
Q4 2021$1,623,000
+7.5%
20,906
+2.3%
0.24%
+4.3%
Q3 2021$1,510,000
-8.4%
20,433
-5.9%
0.23%
-17.6%
Q2 2021$1,648,000
+27.2%
21,717
+14.0%
0.28%
-49.3%
Q1 2021$1,296,000
+4080.6%
19,053
+3075.5%
0.55%
+3828.6%
Q4 2020$31,000
+29.2%
6000.0%0.01%
+55.6%
Q3 2020$24,000
-20.0%
6000.0%0.01%
-30.8%
Q2 2020$30,000
+30.4%
6000.0%0.01%
+18.2%
Q1 2020$23,000
-80.2%
600
-57.7%
0.01%
-75.6%
Q4 2019$116,000
+7.4%
1,419
+2.8%
0.04%
-6.2%
Q3 2019$108,000
-7.7%
1,3800.0%0.05%
-9.4%
Q2 2019$117,000
-4.1%
1,380
+0.8%
0.05%
-1.9%
Q1 2019$122,000
+16.2%
1,369
+0.7%
0.05%
+5.9%
Q4 2018$105,000
-26.1%
1,359
+0.9%
0.05%
-13.6%
Q3 2018$142,000
+1.4%
1,347
+1.2%
0.06%
-4.8%
Q2 2018$140,000
+13.8%
1,3310.0%0.06%
+8.8%
Q1 2018$123,000
-6.1%
1,331
+0.7%
0.06%
-1.7%
Q4 2017$131,000
+7.4%
1,322
+1.8%
0.06%
-3.3%
Q3 2017$122,000
+6.1%
1,2990.0%0.06%
+1.7%
Q2 2017$115,000
-8.0%
1,299
+0.7%
0.06%
-9.2%
Q1 2017$125,000
-6.7%
1,290
+0.6%
0.06%
-7.1%
Q4 2016$134,000
+7.2%
1,282
+0.5%
0.07%
+2.9%
Q3 2016$125,000
+3.3%
1,275
+0.6%
0.07%
+1.5%
Q2 2016$121,000
+12.0%
1,267
+0.6%
0.07%
+11.7%
Q1 2016$108,000
+3.8%
1,259
+0.8%
0.06%
+3.4%
Q4 2015$104,000
-1.0%
1,249
+0.8%
0.06%
-7.9%
Q3 2015$105,000
-19.2%
1,239
+2.3%
0.06%
-14.9%
Q2 2015$130,000
+44.4%
1,211
+47.7%
0.07%
+32.1%
Q1 2015$90,0008200.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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