Capital Analysts, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$376
-17.7%
2,970
-26.7%
0.02%
-16.0%
Q2 2023$457
+49.8%
4,050
+51.7%
0.02%
+47.1%
Q1 2023$305
+60.5%
2,670
+70.1%
0.02%
+41.7%
Q4 2022$190
-99.9%
1,570
-10.3%
0.01%0.0%
Q3 2022$178,000
+2.3%
1,7500.0%0.01%0.0%
Q2 2022$174,000
-7.4%
1,7500.0%0.01%0.0%
Q1 2022$188,000
+38.2%
1,7500.0%0.01%
+50.0%
Q4 2021$136,000
-2.9%
1,750
-7.9%
0.01%
-11.1%
Q3 2021$140,0000.0%1,900
+3.0%
0.01%0.0%
Q2 2021$140,000
-22.2%
1,845
-30.2%
0.01%
-25.0%
Q1 2021$180,0002,6450.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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