Bogart Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$219,007
+7.3%
1,728
-4.4%
0.01%
+7.7%
Q2 2023$204,105
+3.4%
1,808
+4.6%
0.01%0.0%
Q1 2023$197,389
-38.8%
1,728
-35.1%
0.01%
-40.9%
Q4 2022$322,726
+21.8%
2,661
+2.2%
0.02%0.0%
Q3 2022$265,000
+71.0%
2,604
+66.6%
0.02%
+57.1%
Q2 2022$155,000
-28.2%
1,563
-22.4%
0.01%
-22.2%
Q1 2022$216,000
-44.0%
2,014
-59.5%
0.02%
-48.6%
Q4 2021$386,000
+4.9%
4,9740.0%0.04%
-5.4%
Q3 2021$368,000
+16.1%
4,974
+19.2%
0.04%
+5.7%
Q2 2021$317,000
+272.9%
4,174
+235.5%
0.04%
+191.7%
Q1 2021$85,0001,244
+41366.7%
0.01%
Q2 2020$030.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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