Foundations Investment Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,267,510
+7.6%
33,671
-4.1%
0.13%0.0%
Q2 2023$3,965,589
+4.8%
35,128
+6.1%
0.13%
-3.0%
Q1 2023$3,783,390
+1624.3%
33,121
+1730.9%
0.14%
+1400.0%
Q4 2022$219,420
-40.7%
1,809
-53.7%
0.01%
-40.0%
Q2 2022$370,000
-15.7%
3,909
-0.3%
0.02%
-11.8%
Q1 2022$439,000
-88.1%
3,919
-90.6%
0.02%
-87.8%
Q4 2021$3,700,000
+1070.9%
41,779
+931.1%
0.14%
+892.9%
Q3 2021$316,000
+7.5%
4,052
+2.6%
0.01%0.0%
Q2 2021$294,000
+14.0%
3,950
+4.4%
0.01%
-6.7%
Q1 2021$258,000
+25.2%
3,783
+4.8%
0.02%
+7.1%
Q4 2020$206,0003,6100.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders