Berkeley Capital Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Berkeley Capital Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,373,008
-48.6%
26,614
-54.2%
1.22%
-47.6%
Q2 2023$6,560,957
-18.1%
58,118
-17.1%
2.32%
-21.7%
Q1 2023$8,012,565
-22.5%
70,144
-17.7%
2.97%
-25.7%
Q4 2022$10,337,307
+14.6%
85,235
-4.0%
4.00%
+2.4%
Q3 2022$9,024,000
-0.2%
88,832
-2.3%
3.90%
+4.7%
Q2 2022$9,041,000
-11.3%
90,887
-4.5%
3.73%
-8.1%
Q1 2022$10,188,000
+21.2%
95,178
-12.1%
4.06%
+17.6%
Q4 2021$8,407,000
-0.6%
108,322
-5.4%
3.45%
-11.3%
Q3 2021$8,458,000
+0.6%
114,453
+3.3%
3.89%
+4.0%
Q2 2021$8,405,000
+15.5%
110,747
+3.5%
3.74%
+6.6%
Q1 2021$7,276,000
+1381.9%
106,999
+1753.8%
3.51%
+1432.8%
Q2 2019$491,000
-4.1%
5,772
+0.9%
0.23%
-9.5%
Q1 2019$512,000
+14.0%
5,723
-1.7%
0.25%
+1.2%
Q4 2018$449,000
-92.5%
5,820
-89.8%
0.25%
-92.6%
Q3 2018$6,026,000
-0.0%
57,333
-0.0%
3.39%
-3.7%
Q2 2018$6,027,000
+1213.1%
57,360
+1053.4%
3.52%
+1229.8%
Q1 2018$459,000
+0.7%
4,973
+7.8%
0.26%
-11.7%
Q4 2017$456,000
-2.8%
4,613
-7.9%
0.30%
-4.2%
Q3 2017$469,000
+2.2%
5,010
-3.4%
0.31%0.0%
Q2 2017$459,000
-27.1%
5,187
-20.3%
0.31%
-26.9%
Q1 2017$630,000
-91.7%
6,509
-91.0%
0.43%
-92.2%
Q4 2016$7,582,000
+2838.8%
72,432
+2569.8%
5.46%
+2916.6%
Q2 2016$258,000
-1.5%
2,713
-11.0%
0.18%
-4.2%
Q1 2016$262,000
+1.6%
3,050
-1.7%
0.19%
-10.0%
Q4 2015$258,0003,1030.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders