Geneos Wealth Management Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,237,068
+12.8%
25,541
+0.4%
0.17%
+11.3%
Q2 2023$2,870,701
+1.1%
25,429
+2.3%
0.15%
-12.8%
Q1 2023$2,840,693
-0.7%
24,868
+5.4%
0.17%
-0.6%
Q4 2022$2,860,796
+7846.7%
23,588
+6416.0%
0.17%
+8550.0%
Q3 2022$36,000
-69.5%
362
-69.2%
0.00%
-66.7%
Q2 2022$118,000
-28.9%
1,175
-24.3%
0.01%
-14.3%
Q1 2022$166,000
+118.4%
1,552
+57.4%
0.01%
+133.3%
Q4 2021$76,000
+1.3%
986
-0.9%
0.00%0.0%
Q3 2021$75,000
-20.2%
995
-18.9%
0.00%
-25.0%
Q2 2021$94,000
-45.0%
1,227
-51.1%
0.00%
-20.0%
Q1 2021$171,000
+14.8%
2,510
-34.6%
0.01%
-16.7%
Q4 2020$149,000
+451.9%
3,840
+470.6%
0.01%
+500.0%
Q3 2020$27,000
-25.0%
673
-9.7%
0.00%
-50.0%
Q2 2020$36,000
-73.9%
745
-80.0%
0.00%
-77.8%
Q1 2020$138,000
-62.3%
3,724
-17.4%
0.01%
-55.0%
Q4 2019$366,000
+10.9%
4,508
+6.9%
0.02%0.0%
Q3 2019$330,000
-10.1%
4,216
-2.4%
0.02%
-13.0%
Q2 2019$367,000
-9.6%
4,318
-5.1%
0.02%
-14.8%
Q1 2019$406,000
+16.3%
4,551
-0.2%
0.03%
+3.8%
Q4 2018$349,000
-21.9%
4,560
+7.1%
0.03%
-13.3%
Q3 2018$447,000
+473.1%
4,256
+472.0%
0.03%
+400.0%
Q2 2018$78,000
+4.0%
744
-8.5%
0.01%
-14.3%
Q1 2018$75,000
-31.2%
813
-26.3%
0.01%
-30.0%
Q4 2017$109,000
+5.8%
1,1030.0%0.01%0.0%
Q3 2017$103,0000.0%1,103
-5.4%
0.01%
-9.1%
Q2 2017$103,000
-8.8%
1,166
-0.3%
0.01%
-8.3%
Q1 2017$113,000
+10.8%
1,169
+19.7%
0.01%
-7.7%
Q4 2016$102,000
+61.9%
977
+49.4%
0.01%
+62.5%
Q3 2016$63,000
+1.6%
6540.0%0.01%
-11.1%
Q2 2016$62,000
-16.2%
654
-26.0%
0.01%
-18.2%
Q1 2016$74,0008840.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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