Western Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 120,794$14,649,89614.20%
RFG HOLDINGS, INC. 107,497$13,037,18113.59%
Main Management ETF Advisors, LLC 838,040$101,6379.49%
STAPP WEALTH MANAGEMENT, PLLC 32,062$3,8889.32%
Marmo Financial Group, LLC 73,259$8,884,7928.58%
CORA CAPITAL ADVISORS LLC 88,356$10,715,7587.37%
Boxwood Ventures, Inc. 27,720$3,3626.03%
M Financial Asset Management, Inc. 12,969$1,5735.74%
GoalFusion Wealth Management, LLC 51,731$6,460,1675.21%
Main Management LLC 286,958$34,8024.01%
View complete list of VANGUARD WORLD FDS shareholders