Independence Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 287 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.

Quarter-by-quarter ownership
Independence Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2020$393,000
-19.5%
9,744
+0.4%
0.08%
-25.0%
Q2 2020$488,000
+32.2%
9,705
+0.4%
0.11%
+9.8%
Q1 2020$369,000
-76.4%
9,663
-49.7%
0.10%
-46.0%
Q4 2019$1,566,000
+80.8%
19,220
+73.1%
0.19%
-10.4%
Q3 2019$866,000
-13.7%
11,103
-5.9%
0.21%
-17.9%
Q2 2019$1,003,000
-4.6%
11,803
+0.4%
0.26%
-13.2%
Q1 2019$1,051,000
+16.3%
11,760
+0.3%
0.30%
-1.7%
Q4 2018$904,000
-26.4%
11,721
+0.4%
0.30%
-17.8%
Q3 2018$1,228,000
+0.7%
11,678
+0.6%
0.37%
-6.2%
Q2 2018$1,220,000
-43.2%
11,614
-50.1%
0.39%
+10.2%
Q1 2018$2,148,000
+87.3%
23,254
+100.6%
0.35%
-8.5%
Q4 2017$1,147,000
-46.8%
11,595
-49.6%
0.39%
-9.8%
Q3 2017$2,154,000
+5.8%
23,0080.0%0.43%
+5.9%
Q2 2017$2,036,000
-8.2%
23,008
+0.3%
0.40%
-12.9%
Q1 2017$2,218,000
-7.4%
22,942
+0.3%
0.46%
-11.8%
Q4 2016$2,396,000
+24.1%
22,882
+15.8%
0.53%
+16.1%
Q3 2016$1,930,000
+14.2%
19,754
+11.2%
0.45%
+2.3%
Q2 2016$1,690,00017,7680.44%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
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