Cypress Wealth Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$628,647
+11.8%
4,9600.0%0.17%
+17.6%
Q2 2023$562,429
-0.3%
4,960
+0.4%
0.15%
-10.3%
Q1 2023$564,042
-16.5%
4,938
-11.4%
0.16%
-24.0%
Q4 2022$675,736
+6.4%
5,572
+0.9%
0.22%
+0.5%
Q3 2022$635,000
+16.5%
5,523
+0.9%
0.22%
+24.1%
Q2 2022$545,000
-6.4%
5,476
+0.7%
0.17%
+9.4%
Q1 2022$582,000
+41.6%
5,436
+2.8%
0.16%
+42.0%
Q4 2021$411,000
+6.8%
5,290
+1.6%
0.11%
-2.6%
Q3 2021$385,000
+6.1%
5,206
+8.8%
0.12%
+16.2%
Q2 2021$363,000
+26.9%
4,786
+13.6%
0.10%
+65.0%
Q1 2021$286,000
+40.2%
4,213
+7.0%
0.06%
+30.4%
Q4 2020$204,000
-92.3%
3,938
-92.5%
0.05%
-92.7%
Q2 2020$2,636,000
+37.9%
52,415
+4.8%
0.63%
+11.6%
Q1 2020$1,911,00050,0000.56%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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