Summit Financial, 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
Summit Financial, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$252,173
+13.0%
1,976
+0.9%
0.02%
+18.8%
Q2 2023$223,126
+0.2%
1,959
+0.5%
0.02%
-15.8%
Q1 2023$222,687
-4.2%
1,949
+1.7%
0.02%
-13.6%
Q4 2022$232,505
-99.9%
1,917
+1.4%
0.02%
+37.5%
Q1 2022$202,415,000
-61.7%
1,891
-70.8%
0.02%
-82.2%
Q4 2019$528,393,000
-94.9%
6,484
-94.9%
0.09%
-94.8%
Q3 2019$10,281,991,000
-2.5%
127,888
+3.1%
1.74%
-2.1%
Q2 2019$10,544,633,000
-20.6%
124,025
-16.5%
1.78%
-21.9%
Q1 2019$13,281,028,000
+22.4%
148,591
+5.6%
2.28%
+8.2%
Q4 2018$10,853,029,000140,7472.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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