Winch Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$15
-21.1%
116
-30.1%
0.01%
-14.3%
Q2 2023$190.0%1660.0%0.01%0.0%
Q1 2023$19
-5.0%
166
+1.2%
0.01%
-22.2%
Q4 2022$20
-99.8%
164
+47.7%
0.01%
+80.0%
Q3 2022$11,0000.0%1110.0%0.01%
+25.0%
Q2 2022$11,000
-8.3%
111
+0.9%
0.00%0.0%
Q1 2022$12,000
+33.3%
1100.0%0.00%
+33.3%
Q4 2021$9,000
+12.5%
110
+2.8%
0.00%0.0%
Q3 2021$8,0000.0%1070.0%0.00%0.0%
Q2 2021$8,0001070.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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