Allied Investment Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Allied Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2020$927,000
-17.2%
22,989
+3.3%
0.50%
-22.6%
Q2 2020$1,120,000
+45.1%
22,265
+10.2%
0.64%
+15.8%
Q1 2020$772,000
-92.3%
20,205
-83.6%
0.56%
-90.6%
Q4 2019$10,049,000
+10.3%
123,312
+5.6%
5.94%
+1.2%
Q3 2019$9,107,000
+0.6%
116,732
+9.7%
5.87%
-3.4%
Q2 2019$9,049,000
-1.1%
106,429
+3.9%
6.07%
-4.3%
Q1 2019$9,152,000
+27.1%
102,389
+9.7%
6.35%
+6.7%
Q4 2018$7,199,000
-21.2%
93,354
+7.4%
5.95%
-12.4%
Q3 2018$9,139,000
+14.8%
86,949
+14.8%
6.79%
+4.7%
Q2 2018$7,962,000
+25.9%
75,771
+10.6%
6.49%
+24.5%
Q1 2018$6,326,000
+814.2%
68,481
+879.0%
5.21%
+793.7%
Q4 2017$692,0006,9950.58%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders