IBEX WEALTH ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$883
-99.9%
7,281
+20.7%
0.20%
+25.2%
Q3 2022$613,000
-79.9%
6,030
-80.3%
0.16%
-77.4%
Q2 2022$3,049,000
-7.8%
30,647
-0.8%
0.70%
+10.9%
Q1 2022$3,308,000
+365.3%
30,901
+237.5%
0.63%
+402.4%
Q4 2021$711,000
+4978.6%
9,156
+4903.3%
0.13%
+4100.0%
Q3 2021$14,000
-41.7%
183
-37.5%
0.00%
-57.1%
Q2 2019$24,000
-79.7%
293
-74.3%
0.01%
-87.5%
Q4 2016$118,0001,1380.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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