West Branch Capital LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 550 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.3%.

Quarter-by-quarter ownership
West Branch Capital LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$27,413
+12.3%
2160.0%0.01%
+16.7%
Q2 2023$24,417
-1.2%
2160.0%0.01%
-14.3%
Q1 2023$24,707
-5.8%
2160.0%0.01%
-12.5%
Q4 2022$26,232
+19.2%
2160.0%0.02%
+14.3%
Q3 2022$22,0000.0%2160.0%0.01%
+7.7%
Q2 2022$22,000
-4.3%
2160.0%0.01%
+18.2%
Q1 2022$23,000
+64.3%
216
+22.7%
0.01%
+83.3%
Q4 2021$14,0001760.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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