NewEdge Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,089,806
+14.8%
32,269
+2.3%
0.04%
+12.5%
Q2 2023$3,562,547
-3.9%
31,558
-4.8%
0.04%
-13.0%
Q1 2023$3,706,721
-10.8%
33,132
-13.2%
0.05%
-58.9%
Q4 2022$4,156,538
+45.4%
38,161
+35.6%
0.11%
+138.3%
Q3 2022$2,859,000
-4.7%
28,149
-6.7%
0.05%
-6.0%
Q2 2022$2,999,000
-41.4%
30,156
-37.0%
0.05%
-39.0%
Q1 2022$5,119,000
+34.0%
47,835
-2.8%
0.08%
+41.4%
Q4 2021$3,819,000
+302.8%
49,213
+283.5%
0.06%
+152.2%
Q3 2021$948,000
-16.7%
12,834
-14.4%
0.02%
-23.3%
Q2 2021$1,138,000
+12.3%
14,987
+0.6%
0.03%0.0%
Q1 2021$1,013,000
+22.2%
14,898
-6.8%
0.03%
+11.1%
Q4 2020$829,000
+43.9%
15,992
+11.9%
0.03%
+35.0%
Q3 2020$576,000
-46.7%
14,288
-33.5%
0.02%
-52.4%
Q2 2020$1,080,000
+85.2%
21,472
+40.8%
0.04%
+50.0%
Q1 2020$583,000
-1.0%
15,250
+110.7%
0.03%
+21.7%
Q4 2019$589,000
+19.2%
7,237
+14.4%
0.02%
+4.5%
Q3 2019$494,000
-5.5%
6,327
+2.9%
0.02%
-31.2%
Q2 2019$523,000
-1.9%
6,150
+3.2%
0.03%
-5.9%
Q1 2019$533,000
+24.8%
5,958
+7.5%
0.03%
+21.4%
Q4 2018$427,000
-23.9%
5,543
+3.9%
0.03%
-34.9%
Q3 2018$561,000
+76.4%
5,334
+73.5%
0.04%
+48.3%
Q2 2018$318,000
+37.1%
3,075
+19.7%
0.03%
+7.4%
Q1 2018$232,0002,5680.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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