Financial Advocates Investment Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$354,618
-13.7%
2,714
-25.5%
0.03%
-10.3%
Q2 2023$411,033
+19.9%
3,641
+21.3%
0.03%
+16.0%
Q1 2023$342,805
-11.4%
3,001
-5.9%
0.02%
-13.8%
Q4 2022$386,883
+79.1%
3,190
+50.3%
0.03%
+61.1%
Q3 2022$216,000
-28.7%
2,123
-34.2%
0.02%
-5.3%
Q4 2021$303,000
+10.6%
3,228
+22.6%
0.02%
-42.4%
Q2 2018$274,000
+12.3%
2,632
-0.3%
0.03%
+3.1%
Q1 2018$244,000
-11.6%
2,640
-5.2%
0.03%
-15.8%
Q4 2017$276,0002,7860.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 120,794$14,649,89614.20%
RFG HOLDINGS, INC. 107,497$13,037,18113.59%
Main Management ETF Advisors, LLC 838,040$101,6379.49%
STAPP WEALTH MANAGEMENT, PLLC 32,062$3,8889.32%
Marmo Financial Group, LLC 73,259$8,884,7928.58%
CORA CAPITAL ADVISORS LLC 88,356$10,715,7587.37%
Boxwood Ventures, Inc. 27,720$3,3626.03%
M Financial Asset Management, Inc. 12,969$1,5735.74%
GoalFusion Wealth Management, LLC 51,731$6,460,1675.21%
Main Management LLC 286,958$34,8024.01%
View complete list of VANGUARD WORLD FDS shareholders