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 | $517,367 | +12.5% | 4,082 | +0.2% | 0.03% | +3.0% |
Q2 2023 | $459,871 | +9.7% | 4,073 | +11.0% | 0.03% | +3.1% |
Q1 2023 | $419,224 | -5.8% | 3,670 | 0.0% | 0.03% | -13.5% |
Q4 2022 | $445,098 | +7.8% | 3,670 | -9.8% | 0.04% | -14.0% |
Q3 2022 | $413,000 | +1.5% | 4,070 | -0.5% | 0.04% | +16.2% |
Q2 2022 | $407,000 | -7.1% | 4,090 | 0.0% | 0.04% | +2.8% |
Q1 2022 | $438,000 | +23.7% | 4,090 | -10.2% | 0.04% | +44.0% |
Q4 2021 | $354,000 | +5.4% | 4,554 | +0.2% | 0.02% | -13.8% |
Q3 2021 | $336,000 | -2.6% | 4,543 | 0.0% | 0.03% | -6.5% |
Q2 2021 | $345,000 | +10.2% | 4,543 | -1.3% | 0.03% | -6.1% |
Q1 2021 | $313,000 | +51.2% | 4,601 | +15.2% | 0.03% | +13.8% |
Q4 2020 | $207,000 | +1280.0% | 3,995 | +898.8% | 0.03% | +163.6% |
Q1 2020 | $15,000 | – | 400 | – | 0.01% | – |
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% |