VISTA INVESTMENT MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
VISTA INVESTMENT MANAGEMENT ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$487,854
+11.8%
3,849
-0.4%
0.26%
+15.8%
Q2 2023$436,348
-5.5%
3,865
-4.4%
0.22%
-9.4%
Q1 2023$461,748
-5.7%
4,042
+0.1%
0.24%
-12.9%
Q4 2022$489,761
+16.9%
4,038
-2.0%
0.28%
+8.5%
Q3 2022$419,000
-1.2%
4,121
-3.4%
0.26%
+0.8%
Q2 2022$424,000
-10.2%
4,265
-3.4%
0.26%
-1.2%
Q1 2022$472,000
+33.0%
4,413
-3.5%
0.26%
+34.2%
Q4 2021$355,000
-3.8%
4,575
-8.3%
0.19%
-10.6%
Q3 2021$369,000
-1.6%
4,989
+0.8%
0.22%
-2.3%
Q2 2021$375,000
+11.6%
4,947
+0.3%
0.22%
+5.7%
Q1 2021$336,000
+31.2%
4,9340.0%0.21%
+21.5%
Q4 2020$256,000
+27.4%
4,934
-1.1%
0.17%
+12.4%
Q3 2020$201,000
-42.4%
4,987
+50.1%
0.15%
-50.3%
Q3 2018$349,0000.0%3,3220.0%0.31%
-9.7%
Q2 2018$349,000
+17.1%
3,322
+3.1%
0.34%
+9.3%
Q1 2018$298,000
-6.0%
3,222
+0.5%
0.31%
-5.7%
Q4 2017$317,0003,2070.33%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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