Intellectus Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$235,837
+12.6%
1,848
+0.5%
0.08%
+19.0%
Q2 2023$209,357
-0.3%
1,8390.0%0.06%
-4.5%
Q1 2023$210,017
-10.2%
1,839
-4.7%
0.07%
-18.5%
Q4 2022$233,894
-6.4%
1,929
-20.6%
0.08%
-9.0%
Q3 2022$250,000
-22.1%
2,428
-24.8%
0.09%
-19.1%
Q2 2022$321,000
-12.3%
3,228
-5.5%
0.11%
+0.9%
Q1 2022$366,000
+32.6%
3,415
-3.9%
0.11%
+55.7%
Q4 2021$276,000
+4.9%
3,554
+0.9%
0.07%
+9.4%
Q3 2021$263,000
-1.5%
3,5210.0%0.06%
+6.7%
Q2 2021$267,000
+6.0%
3,521
-5.1%
0.06%
-13.0%
Q1 2021$252,000
+25100.0%
3,710
+52900.0%
0.07%
Q2 2017$1,00070.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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