Summit Trail Advisors, LLC - VANGUARD WORLD FDS ownership

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
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 Q1 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders