VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $247,159 | +12.2% | 1,937 | +0.1% | 0.01% | +12.5% |
Q2 2023 | $220,359 | -0.3% | 1,935 | 0.0% | 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% | 1,949 | 0.0% | 0.04% | -37.5% |
Q2 2018 | $206,000 | 0.0% | 1,949 | 0.0% | 0.07% | +105.7% |
Q1 2018 | $206,000 | -0.5% | 1,949 | 0.0% | 0.04% | +34.6% |
Q4 2017 | $207,000 | – | 1,949 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TrueWealth Financial Partners | 133,341 | $13,263,000 | 13.91% |
RFG HOLDINGS, INC. | 109,140 | $10,856,000 | 9.56% |
Main Management ETF Advisors, LLC | 801,960 | $79,771,000 | 8.86% |
M Financial Asset Management, Inc. | 13,906 | $1,383,000 | 5.81% |
GoalFusion Wealth Management, LLC | 50,734 | $5,047,000 | 4.73% |
FOREFRONT WEALTH MANAGEMENT INC. | 28,782 | $2,860,000 | 3.85% |
Berkeley Capital Partners, LLC | 90,887 | $9,041,000 | 3.73% |
Main Management LLC | 301,075 | $29,948,000 | 3.58% |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 57,678 | $5,737,000 | 3.44% |
Polianta Ltd | 38,000 | $3,779,000 | 3.23% |