VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 165 | 0.0% | 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% | 161 | 0.0% | 0.01% | +50.0% |
Q2 2017 | $14,000 | – | 161 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TrueWealth Financial Partners | 120,794 | $14,649,896 | 14.20% |
RFG HOLDINGS, INC. | 107,497 | $13,037,181 | 13.59% |
Main Management ETF Advisors, LLC | 838,040 | $101,637 | 9.49% |
STAPP WEALTH MANAGEMENT, PLLC | 32,062 | $3,888 | 9.32% |
Marmo Financial Group, LLC | 73,259 | $8,884,792 | 8.58% |
CORA CAPITAL ADVISORS LLC | 88,356 | $10,715,758 | 7.37% |
Boxwood Ventures, Inc. | 27,720 | $3,362 | 6.03% |
M Financial Asset Management, Inc. | 12,969 | $1,573 | 5.74% |
GoalFusion Wealth Management, LLC | 51,731 | $6,460,167 | 5.21% |
Main Management LLC | 286,958 | $34,802 | 4.01% |