VISTA 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
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 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