Summit Trail Advisors, LLC - 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
Summit Trail Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$247,159
+12.2%
1,937
+0.1%
0.01%
+12.5%
Q2 2023$220,359
-0.3%
1,9350.0%0.01%
-11.1%
Q1 2023$221,053
-5.7%
1,935
+0.1%
0.01%
-10.0%
Q4 2022$234,489
+13.8%
1,933
+0.3%
0.01%
-41.2%
Q1 2022$206,000
+0.5%
1,927
-1.1%
0.02%
-62.2%
Q3 2018$205,000
-0.5%
1,9490.0%0.04%
-37.5%
Q2 2018$206,0000.0%1,9490.0%0.07%
+105.7%
Q1 2018$206,000
-0.5%
1,9490.0%0.04%
+34.6%
Q4 2017$207,0001,9490.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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