IFP Advisors, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,470,403
-39.3%
11,602
-48.0%
0.07%
+24.5%
Q2 2023$2,422,855
+98.2%
22,308
+90.3%
0.05%0.0%
Q1 2023$1,222,715
+37522.0%
11,721
-61.9%
0.05%
-39.1%
Q4 2022$3,250
-99.7%
30,771
+187.7%
0.09%
+190.0%
Q3 2022$1,152,000
+14.2%
10,697
+13.5%
0.03%
-6.2%
Q2 2022$1,009,000
-38.3%
9,422
-38.8%
0.03%
+60.0%
Q1 2022$1,636,000
+808.9%
15,396
+583.1%
0.02%
+400.0%
Q4 2021$180,000
-83.4%
2,254
-84.6%
0.00%
-81.8%
Q3 2021$1,087,000
+762.7%
14,638
+788.2%
0.02%
+633.3%
Q2 2021$126,000
+193.0%
1,648
+153.1%
0.00%
+200.0%
Q1 2021$43,000
+53.6%
651
+21.9%
0.00%0.0%
Q4 2020$28,000
+40.0%
534
-5.2%
0.00%0.0%
Q3 2020$20,000
-16.7%
563
+2.2%
0.00%
-50.0%
Q2 2020$24,000
-62.5%
551
-65.8%
0.00%
-66.7%
Q1 2020$64,000
-37.9%
1,612
+22.5%
0.01%
-25.0%
Q4 2019$103,000
-14.9%
1,316
-13.9%
0.01%0.0%
Q3 2019$121,000
-29.2%
1,529
-19.1%
0.01%
-65.2%
Q1 2019$171,000
-14.9%
1,891
-27.8%
0.02%
+91.7%
Q4 2018$201,000
-48.9%
2,619
-30.0%
0.01%
-25.0%
Q3 2018$393,000
-12.7%
3,742
-12.6%
0.02%
-15.8%
Q2 2018$450,000
+35.1%
4,283
+27.4%
0.02%
+26.7%
Q1 2018$333,0000.0%3,3630.0%0.02%0.0%
Q4 2017$333,000
-3.2%
3,363
-8.5%
0.02%
+7.1%
Q3 2017$344,000
-5.8%
3,676
-10.9%
0.01%
-6.7%
Q2 2017$365,000
-40.4%
4,127
-34.8%
0.02%
-44.4%
Q1 2017$612,000
-8.7%
6,333
-1.0%
0.03%
-15.6%
Q4 2016$670,000
+28.8%
6,397
+20.2%
0.03%
+18.5%
Q3 2016$520,000
+8.3%
5,323
+5.5%
0.03%0.0%
Q2 2016$480,000
+180.7%
5,047
+166.9%
0.03%
+17.4%
Q1 2016$171,000
-51.0%
1,891
-55.0%
0.02%0.0%
Q4 2015$349,0004,2030.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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