Global Retirement Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$169,702
-11.8%
1,416
-16.9%
0.01%0.0%
Q2 2023$192,383
+1.8%
1,704
-2.2%
0.01%
-10.0%
Q1 2023$189,042
-14.5%
1,742
-4.5%
0.01%
-33.3%
Q4 2022$221,156
+82.8%
1,824
+90.2%
0.02%
+66.7%
Q3 2022$121,000
+27.4%
959
+0.1%
0.01%
+12.5%
Q2 2022$95,000
-18.1%
958
-3.7%
0.01%
-11.1%
Q1 2022$116,000
+9.4%
995
-30.7%
0.01%
-10.0%
Q3 2021$106,000
-2.8%
1,4360.0%0.01%
-9.1%
Q2 2021$109,000
+39.7%
1,436
+25.4%
0.01%
+22.2%
Q1 2021$78,000
+32.2%
1,145
+0.2%
0.01%
+28.6%
Q4 2020$59,000
+5.4%
1,143
-17.8%
0.01%
-12.5%
Q3 2020$56,000
+5.7%
1,390
+32.9%
0.01%0.0%
Q2 2020$53,000
+194.4%
1,046
+117.9%
0.01%
+166.7%
Q1 2020$18,000
-21.7%
480
+67.2%
0.00%
-25.0%
Q4 2019$23,000
+4.5%
2870.0%0.00%0.0%
Q3 2019$22,000
-8.3%
2870.0%0.00%
-20.0%
Q2 2019$24,000
-20.0%
287
-13.8%
0.01%
-28.6%
Q1 2019$30,000
+15.4%
3330.0%0.01%0.0%
Q4 2018$26,000
-48.0%
333
-29.4%
0.01%
-36.4%
Q3 2018$50,000
-33.3%
472
-33.4%
0.01%
-42.1%
Q2 2018$75,000
+13.6%
7090.0%0.02%
+5.6%
Q1 2018$66,000
-4.3%
709
+1.4%
0.02%
-5.3%
Q4 2017$69,000
-60.3%
699
-62.5%
0.02%
-73.6%
Q3 2017$174,000
+128.9%
1,863
+117.1%
0.07%
+100.0%
Q2 2017$76,000
+55.1%
858
+68.9%
0.04%
+33.3%
Q1 2017$49,000
+2.1%
508
+10.9%
0.03%
-15.6%
Q4 2016$48,0004580.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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