Valeo Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,676,731
+77.6%
13,230
+58.2%
0.08%
+76.7%
Q2 2023$944,138
-2.1%
8,363
-1.0%
0.04%
-6.5%
Q1 2023$964,597
+6.9%
8,444
+13.5%
0.05%
-8.0%
Q4 2022$902,586
+17.2%
7,442
-1.8%
0.05%
+2.0%
Q3 2022$770,000
+2.1%
7,5790.0%0.05%
+4.3%
Q2 2022$754,000
-52.5%
7,579
-48.9%
0.05%
-42.0%
Q1 2022$1,589,000
+40.0%
14,845
+1.5%
0.08%
+32.8%
Q4 2021$1,135,000
+4.9%
14,622
-0.1%
0.06%
-1.6%
Q3 2021$1,082,000
-2.7%
14,640
-0.1%
0.06%
-7.5%
Q2 2021$1,112,000
+14.2%
14,652
+2.3%
0.07%
+48.9%
Q1 2021$974,000
+31.3%
14,328
+0.1%
0.04%
+18.4%
Q4 2020$742,000
+7.4%
14,313
-16.5%
0.04%
-36.7%
Q3 2020$691,000
-20.7%
17,133
-1.0%
0.06%
-24.1%
Q2 2020$871,000
+2.8%
17,307
-8.7%
0.08%
-12.2%
Q1 2020$847,000
-2.2%
18,956
+78.4%
0.09%
+7.1%
Q4 2019$866,000
+16.6%
10,627
+11.6%
0.08%
+2.4%
Q3 2019$743,000
-9.9%
9,519
-1.9%
0.08%
-12.8%
Q2 2019$825,000
+4.3%
9,701
+9.6%
0.09%
-2.1%
Q1 2019$791,000
+17.5%
8,848
+1.4%
0.10%
+2.1%
Q4 2018$673,000
+2.6%
8,728
+22.9%
0.09%
+5.6%
Q3 2018$656,000
-29.8%
7,103
-22.0%
0.09%
-32.1%
Q2 2018$935,000
+240.0%
9,107
+206.3%
0.13%
+197.7%
Q1 2018$275,000
+10.9%
2,973
+18.4%
0.04%
+7.3%
Q4 2017$248,000
+5.1%
2,511
-0.6%
0.04%
-22.6%
Q3 2017$236,0002,5250.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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