Retirement Group, LLC - 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
Retirement Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,116,706
+11.9%
8,811
-0.4%
0.46%
+12.0%
Q2 2023$998,286
+108174.0%
8,843
+9.6%
0.42%
-1.4%
Q1 2023$922
+0.9%
8,068
+7.1%
0.42%
-5.0%
Q4 2022$914
-99.8%
7,535
+27.6%
0.44%
-7.7%
Q3 2022$600,000
-26.5%
5,903
-28.0%
0.48%
+42.0%
Q2 2022$816,000
+4.6%
8,200
+12.6%
0.34%
+12.3%
Q1 2022$780,000
+155.7%
7,285
+85.3%
0.30%
+126.3%
Q4 2021$305,000
+208.1%
3,931
+194.0%
0.13%
+189.1%
Q3 2021$99,000
-2.0%
1,3370.0%0.05%
-6.1%
Q2 2021$101,000
+119.6%
1,337
+96.9%
0.05%
+133.3%
Q1 2021$46,000
+31.4%
6790.0%0.02%
+31.2%
Q4 2020$35,000679
+13480.0%
0.02%
Q3 2020$050.0%0.00%
Q2 2020$0
-100.0%
5
-95.1%
0.00%
-100.0%
Q4 2019$8,0001030.01%
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