OneDigital Investment Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$830,457
+22.7%
6,552
+9.3%
0.02%
+20.0%
Q2 2023$677,033
-3.0%
5,997
-1.9%
0.02%
-6.2%
Q1 2023$698,205
-1.5%
6,112
+4.6%
0.02%
-23.8%
Q4 2022$708,798
+23.5%
5,844
+3.4%
0.02%0.0%
Q3 2022$574,000
-26.5%
5,652
-28.0%
0.02%
-38.2%
Q2 2022$781,000
+5.0%
7,854
+13.0%
0.03%
+21.4%
Q1 2022$744,000
+156.6%
6,948
+85.7%
0.03%
+180.0%
Q4 2021$290,000
+40.1%
3,742
+47.1%
0.01%
-37.5%
Q4 2019$207,000
-19.1%
2,543
-22.4%
0.02%
-30.4%
Q3 2019$256,000
-35.7%
3,277
-30.1%
0.02%
-25.8%
Q2 2019$398,000
+213.4%
4,685
+229.2%
0.03%
+63.2%
Q1 2019$127,000
+876.9%
1,423
+747.0%
0.02%
+850.0%
Q4 2018$13,000
-23.5%
168
+1.8%
0.00%
-50.0%
Q2 2018$17,000
+13.3%
1650.0%0.00%
+33.3%
Q1 2018$15,000
-6.2%
165
+0.6%
0.00%
+50.0%
Q4 2017$16,000
+6.7%
164
+1.9%
0.00%
-66.7%
Q3 2017$15,000
+7.1%
1610.0%0.01%
+50.0%
Q2 2017$14,0001610.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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