Roble, Belko & Company, 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
Roble, Belko & Company, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$143
+12.6%
1,1290.0%0.03%
+16.0%
Q2 2023$127
-1.6%
1,1290.0%0.02%
-3.8%
Q1 2023$129
-5.8%
1,1290.0%0.03%
-10.3%
Q4 2022$137
-99.9%
1,1290.0%0.03%
+3.6%
Q3 2022$115,000
+2.7%
1,1290.0%0.03%
+12.0%
Q2 2022$112,000
-7.4%
1,1290.0%0.02%
+8.7%
Q1 2022$121,000
+37.5%
1,1290.0%0.02%
+35.3%
Q4 2021$88,000
+6.0%
1,1290.0%0.02%0.0%
Q3 2021$83,000
-3.5%
1,1290.0%0.02%
-10.5%
Q2 2021$86,000
+11.7%
1,1290.0%0.02%0.0%
Q1 2021$77,000
+30.5%
1,1290.0%0.02%
+26.7%
Q4 2020$59,000
+28.3%
1,1290.0%0.02%
+15.4%
Q3 2020$46,000
+155.6%
1,129
+224.4%
0.01%
+160.0%
Q2 2020$18,000
+38.5%
3480.0%0.01%
+25.0%
Q1 2020$13,000
-7.1%
348
+124.5%
0.00%
-20.0%
Q1 2018$14,000
-6.7%
1550.0%0.01%
-16.7%
Q4 2017$15,0000.0%1550.0%0.01%
-14.3%
Q3 2017$15,000
+7.1%
1550.0%0.01%0.0%
Q2 2017$14,000
-6.7%
1550.0%0.01%0.0%
Q1 2017$15,000
-6.2%
1550.0%0.01%
-12.5%
Q4 2016$16,000
+6.7%
1550.0%0.01%0.0%
Q3 2016$15,000
-70.0%
155
-70.5%
0.01%
-71.4%
Q2 2016$50,000
+11.1%
5250.0%0.03%
+12.0%
Q1 2016$45,000
+2.3%
5250.0%0.02%
-3.8%
Q4 2015$44,0000.0%5250.0%0.03%
-3.7%
Q3 2015$44,000
-21.4%
5250.0%0.03%
-15.6%
Q2 2015$56,000
-1.8%
5250.0%0.03%
-3.0%
Q1 2015$57,0005250.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders