WealthPLAN Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 276 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$22,427
-1.2%
1990.0%0.00%0.0%
Q1 2023$22,693
-99.8%
199
+30.1%
0.00%
-40.0%
Q3 2016$14,780,000
+53.9%
153
-85.8%
0.01%
+400.0%
Q2 2016$9,605,000
-71.5%
1,075
+5.9%
0.00%
-80.0%
Q4 2015$33,714,000
+68704.1%
1,015
+120.7%
0.01%
-76.2%
Q2 2015$49,000
-27.9%
460
-26.3%
0.02%
-34.4%
Q1 2015$68,0006240.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
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