Evanson Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Evanson Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,525,187
+12.0%
12,034
-0.2%
0.14%
+12.9%
Q2 2023$1,361,333
-0.8%
12,059
+0.4%
0.12%
-8.8%
Q1 2023$1,371,780
-5.8%
12,009
+0.0%
0.14%
-13.4%
Q4 2022$1,455,837
+19.5%
12,004
+0.1%
0.16%
+9.8%
Q3 2022$1,218,000
+36.2%
11,991
+33.4%
0.14%
+45.9%
Q2 2022$894,000
-13.9%
8,991
-7.3%
0.10%
-3.0%
Q1 2022$1,038,000
+37.7%
9,698
-0.2%
0.10%
+50.7%
Q4 2021$754,000
+41.2%
9,719
+36.3%
0.07%
+21.8%
Q3 2021$534,000
-1.3%
7,1280.0%0.06%
-1.8%
Q2 2021$541,000
+2.9%
7,128
-7.8%
0.06%
-28.2%
Q1 2021$526,000
+31.2%
7,7330.0%0.08%
+21.9%
Q4 2020$401,000
+27.7%
7,733
-0.9%
0.06%
+12.3%
Q3 2020$314,000
-14.4%
7,801
+6.8%
0.06%
-21.9%
Q2 2020$367,000
+31.1%
7,303
-0.3%
0.07%
+9.0%
Q1 2020$280,000
-21.3%
7,328
+67.8%
0.07%
-4.3%
Q4 2019$356,000
+4.4%
4,368
+0.0%
0.07%0.0%
Q3 2019$341,000
-7.1%
4,366
+1.2%
0.07%
-5.4%
Q2 2019$367,000
-1.1%
4,314
+4.1%
0.07%
-3.9%
Q1 2019$371,000
+15.9%
4,1460.0%0.08%
+5.5%
Q4 2018$320,000
-26.6%
4,1460.0%0.07%
-18.0%
Q3 2018$436,0000.0%4,1460.0%0.09%
+3.5%
Q2 2018$436,000
+13.8%
4,1460.0%0.09%
+8.9%
Q1 2018$383,000
+2.4%
4,146
+9.7%
0.08%
+3.9%
Q4 2017$374,000
+4.2%
3,781
-1.5%
0.08%
-1.3%
Q3 2017$359,000
-1.9%
3,840
-7.1%
0.08%
-8.3%
Q2 2017$366,000
-9.0%
4,133
-0.5%
0.08%
-15.2%
Q1 2017$402,000
-7.4%
4,154
+0.1%
0.10%
-18.2%
Q4 2016$434,000
+59.0%
4,150
+99.1%
0.12%
+9.0%
Q3 2014$273,000
+24.7%
2,084
+37.0%
0.11%
+30.6%
Q2 2014$219,0001,5210.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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