Financial Advocates Investment Management - 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
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 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