Trinity Legacy Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Trinity Legacy Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$863,099
-25.3%
6,810
-33.5%
0.30%
-26.2%
Q2 2023$1,155,768
-11.0%
10,238
-9.9%
0.40%
-17.2%
Q1 2023$1,298,567
-0.9%
11,368
+5.2%
0.49%
-6.5%
Q4 2022$1,310,430
+19.0%
10,805
-0.3%
0.52%
+10.8%
Q3 2022$1,101,000
+30.5%
10,839
+25.2%
0.47%
+43.6%
Q2 2022$844,000
-39.5%
8,659
-33.5%
0.33%
-30.4%
Q1 2022$1,394,000
+48.8%
13,024
+7.9%
0.47%
+48.1%
Q4 2021$937,000
+7.1%
12,073
+2.0%
0.32%
+1.3%
Q3 2021$875,000
+5.2%
11,837
+4.9%
0.31%
+2.6%
Q2 2021$832,000
+78.9%
11,281
+62.7%
0.31%
+65.4%
Q1 2021$465,000
+35.6%
6,935
+5.0%
0.18%
+18.6%
Q4 2020$343,000
+47.8%
6,606
+17.4%
0.16%
+39.3%
Q3 2020$232,000
+4.5%
5,628
+26.6%
0.11%
-1.8%
Q2 2020$222,000
-42.3%
4,447
-6.0%
0.11%
-36.7%
Q4 2019$385,000
+26.2%
4,732
+17.9%
0.18%
+19.2%
Q3 2019$305,000
+16.4%
4,015
+19.0%
0.15%
-16.1%
Q2 2019$262,000
+9.2%
3,374
+25.8%
0.18%
+13.9%
Q1 2019$240,0002,6810.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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