Financial & Tax Architects, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 602 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.11 and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial & Tax Architects, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$324,028
-5.7%
2,540
-2.6%
0.09%
-8.4%
Q1 2024$343,605
+14.4%
2,609
+1.9%
0.10%
+6.7%
Q4 2023$300,354
-17.9%
2,561
-11.3%
0.09%
-21.9%
Q3 2023$365,898
+14.1%
2,887
+1.6%
0.11%
+15.2%
Q2 2023$320,720
-82.9%
2,841
-82.7%
0.10%
-83.9%
Q1 2023$1,872,112
-47.0%
16,389
-41.8%
0.62%
-48.8%
Q4 2022$3,529,387
+22.8%
28,159
-0.5%
1.20%
+11.8%
Q3 2022$2,874,323
+5.1%
28,296
+2.9%
1.08%
+4.0%
Q2 2022$2,735,539
-3.2%
27,501
+4.2%
1.04%
-2.9%
Q1 2022$2,826,135
+33.5%
26,403
-3.2%
1.07%
+23.5%
Q4 2021$2,116,384
+13.2%
27,269
+7.8%
0.86%
+1.4%
Q3 2021$1,870,114
+30.8%
25,306
+34.4%
0.85%
+21.7%
Q2 2021$1,429,312
+156.0%
18,834
+129.3%
0.70%
+123.6%
Q1 2021$558,4168,2120.31%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 19,285$1,908,00014.97%
D'Orazio & Associates, Inc. 225,225$22,286,0007.83%
Arlington Partners LLC 68,792$6,807,0007.01%
Beacon Capital Management, Inc. 1,582,027$156,542,0006.78%
Tillar-Wenstrup Advisors, LLC 65,198$6,451,0005.03%
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 11,781$1,166,0004.50%
WP Advisors, LLC 35,972$3,559,0003.45%
Summit Equities Inc 152,932$15,132,615,0002.58%
Virtus ETF Advisers LLC 19,199$1,900,0002.38%
Regis Management CO LLC 159,915$15,824,0002.36%
View complete list of VANGUARD WORLD FDS shareholders