SRS Capital Advisors, Inc. - 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
SRS Capital Advisors, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$761
+12.2%
60.0%0.00%
Q2 2023$678
-1.2%
60.0%0.00%
Q1 2023$686
-5.8%
60.0%0.00%
Q4 2022$728
-27.2%
60.0%0.00%
Q1 2022$1,000
-66.7%
6
-90.2%
0.00%
Q4 2020$3,000
+50.0%
61
+52.5%
0.00%
Q3 2020$2,000
-94.1%
40
-94.0%
0.00%
-100.0%
Q2 2020$34,000
+3300.0%
671
+1620.5%
0.01%
Q1 2020$1,000390.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 120,794$14,649,89614.20%
RFG HOLDINGS, INC. 107,497$13,037,18113.59%
Main Management ETF Advisors, LLC 838,040$101,6379.49%
STAPP WEALTH MANAGEMENT, PLLC 32,062$3,8889.32%
Marmo Financial Group, LLC 73,259$8,884,7928.58%
CORA CAPITAL ADVISORS LLC 88,356$10,715,7587.37%
Boxwood Ventures, Inc. 27,720$3,3626.03%
M Financial Asset Management, Inc. 12,969$1,5735.74%
GoalFusion Wealth Management, LLC 51,731$6,460,1675.21%
Main Management LLC 286,958$34,8024.01%
View complete list of VANGUARD WORLD FDS shareholders