Financial Gravity Asset Management, Inc. - 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 Gravity Asset Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$39,753
+15189.6%
113
-0.9%
0.11%
+1250.0%
Q1 2023$260
-99.8%
114
-5.8%
0.01%
-98.6%
Q4 2022$106,062
-76.8%
121
-60.5%
0.55%
+3586.7%
Q3 2022$458,000
+18.3%
306
+3.0%
0.02%
+25.0%
Q2 2022$387,000
-29.8%
297
-7.5%
0.01%
-20.0%
Q1 2022$551,000
+209.6%
321
+105.8%
0.02%
+275.0%
Q4 2021$178,000
+140.5%
156
+113.7%
0.00%
-88.6%
Q3 2021$74,000
-2.6%
73
+128.1%
0.04%
+29.6%
Q2 2021$76,000
-97.2%
32
-20.0%
0.03%
-51.8%
Q1 2021$2,739,00040
+1900.0%
0.06%
Q4 2020$0
-100.0%
2
-99.6%
0.00%
-100.0%
Q1 2020$20,677,000
+24515.5%
542
+142.0%
0.06%
+10.3%
Q4 2019$84,000
+950.0%
224
+107.4%
0.06%
+728.6%
Q3 2019$8,000
+60.0%
108
+92.9%
0.01%
+75.0%
Q2 2019$5,000
+66.7%
56
+69.7%
0.00%
+100.0%
Q1 2019$3,000
-66.7%
33
-66.7%
0.00%
-77.8%
Q3 2018$9,000
-25.0%
99
-11.6%
0.01%
-18.2%
Q2 2018$12,000
-29.4%
112
-33.3%
0.01%
-35.3%
Q1 2018$17,0001680.02%
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