Western Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$524,185
+23.7%
4,136
+10.2%
0.04%
+22.2%
Q2 2023$423,742
-0.2%
3,754
+1.0%
0.04%
-10.0%
Q1 2023$424,545
+1.6%
3,717
+7.9%
0.04%
-7.0%
Q4 2022$417,928
-9.7%
3,445
-24.4%
0.04%
+59.3%
Q3 2022$463,000
-8.7%
4,555
-10.7%
0.03%
-6.9%
Q2 2022$507,000
-22.5%
5,103
-16.6%
0.03%
-9.4%
Q1 2022$654,000
+227.0%
6,118
+138.9%
0.03%
+60.0%
Q4 2021$200,000
-9.9%
2,561
-13.1%
0.02%
-13.0%
Q2 2021$222,000
-7.5%
2,946
-16.6%
0.02%
-28.1%
Q1 2021$240,000
+17.6%
3,534
+41.1%
0.03%
+3.2%
Q4 2019$204,0000.0%2,504
-3.1%
0.03%
-26.2%
Q3 2019$204,000
-7.3%
2,5850.0%0.04%
+44.8%
Q2 2019$220,000
-12.4%
2,585
-7.3%
0.03%
-48.2%
Q1 2019$251,000
+19.5%
2,788
+2.5%
0.06%0.0%
Q4 2018$210,0002,7190.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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