GenTrust, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
GenTrust, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$611,000
+28.9%
6,461
+2.0%
0.05%
+23.1%
Q3 2021$474,000
-1.5%
6,3360.0%0.04%
-4.9%
Q2 2021$481,000
+12.6%
6,336
+1.5%
0.04%
+2.5%
Q1 2021$427,000
+31.8%
6,2430.0%0.04%
+42.9%
Q4 2020$324,000
-5.3%
6,243
-26.4%
0.03%
-9.7%
Q3 2020$342,000
-100.0%
8,486
-94.2%
0.03%
-96.1%
Q1 2020$5,558,143,000
+44177.4%
145,424
-5.6%
0.80%
-56.3%
Q4 2019$12,553,000
+88.9%
154,038
+82.4%
1.82%
+74.3%
Q3 2019$6,644,000
-4.9%
84,431
+2.7%
1.05%
-6.9%
Q2 2019$6,988,000
-8.0%
82,191
-3.3%
1.12%
-9.5%
Q1 2019$7,597,000
+16.7%
84,993
+0.6%
1.24%
+6.6%
Q4 2018$6,512,00084,4601.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 208,791$26,811,00025.00%
Beacon Capital Management, Inc. 227,050$29,155,0006.96%
Summit Equities Inc 104,497$13,418,0005.92%
Creative Planning 1,584,650$203,485,0003.06%
Regis Management CO LLC 76,888$9,873,0003.06%
Baker Ellis Asset Management LLC 68,659$8,816,0003.05%
CHARTIST INC /CA/ 44,173$5,667,0003.02%
RAND WEALTH, LLC 78,663$10,101,0001.75%
Asset Management Group, Inc. 23,064$2,962,0001.70%
Archford Capital Strategies, LLC 11,929$1,531,808,0001.28%
View complete list of VANGUARD WORLD FDS shareholders