Focused Wealth Management, Inc - 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
Focused Wealth Management, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$98,358
+12.5%
776
+0.1%
0.02%
+6.2%
Q2 2023$87,465
-1.2%
7750.0%0.02%
-11.1%
Q1 2023$88,503
-5.2%
775
+0.6%
0.02%
-5.3%
Q4 2022$93,370
+21.3%
770
+1.7%
0.02%
+18.8%
Q3 2022$77,000
-18.9%
757
-20.6%
0.02%
-5.9%
Q2 2022$95,000
+17.3%
953
+26.7%
0.02%
+30.8%
Q1 2022$81,000
+39.7%
752
+0.5%
0.01%
+44.4%
Q4 2021$58,000
+7.4%
748
+1.6%
0.01%0.0%
Q3 2021$54,000
-3.6%
736
-0.3%
0.01%0.0%
Q2 2021$56,000
-33.3%
738
-40.3%
0.01%
-40.0%
Q1 2021$84,000
-18.4%
1,236
-37.8%
0.02%
-25.0%
Q4 2020$103,000
+80.7%
1,988
+41.6%
0.02%
+66.7%
Q3 2020$57,000
-36.0%
1,404
-20.9%
0.01%
-42.9%
Q2 2020$89,000
-96.3%
1,774
-97.1%
0.02%
-96.9%
Q1 2020$2,377,000
-44.9%
62,186
+17.5%
0.68%
-32.8%
Q4 2019$4,314,000
+47833.3%
52,942
+47169.6%
1.02%
+50850.0%
Q3 2019$9,000
-10.0%
1120.0%0.00%
-33.3%
Q2 2019$10,0000.0%1120.0%0.00%0.0%
Q1 2019$10,000
-9.1%
112
-24.3%
0.00%
-25.0%
Q4 2018$11,000
-81.7%
148
-74.1%
0.00%
-80.0%
Q3 2018$60,000
-10.4%
571
-10.2%
0.02%
-13.0%
Q2 2018$67,000
+131.0%
636
+104.5%
0.02%
+155.6%
Q1 2018$29,000
-60.8%
311
-58.3%
0.01%
-62.5%
Q4 2017$74,000
+85.0%
745
+74.1%
0.02%
+84.6%
Q3 2017$40,000
-16.7%
428
-21.5%
0.01%
-27.8%
Q2 2017$48,000
-98.2%
545
-98.0%
0.02%
-98.2%
Q1 2017$2,612,000
-8.4%
27,005
-0.8%
1.02%
-15.1%
Q4 2016$2,850,000
+11.5%
27,224
+4.0%
1.20%
+7.1%
Q3 2016$2,557,000
+5.7%
26,170
+2.8%
1.12%
+1.1%
Q2 2016$2,420,000
+39.4%
25,445
+25.8%
1.11%
+17.2%
Q1 2016$1,736,000
+3516.7%
20,224
+3405.0%
0.95%
+3289.3%
Q4 2015$48,000
-2.0%
5770.0%0.03%
-9.7%
Q3 2015$49,000
-25.8%
577
-7.1%
0.03%
-24.4%
Q2 2015$66,000
+22.2%
621
+24.9%
0.04%
+24.2%
Q1 2015$54,000
+74.2%
497
+79.4%
0.03%
+50.0%
Q4 2014$31,000
+3.3%
277
+19.9%
0.02%
-4.3%
Q3 2014$30,000
-9.1%
2310.0%0.02%
-11.5%
Q2 2014$33,000
+10.0%
2310.0%0.03%
+4.0%
Q1 2014$30,000
+3.4%
2310.0%0.02%
+4.2%
Q4 2013$29,000
+3.6%
2310.0%0.02%
-11.1%
Q3 2013$28,0002310.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders