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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $204,000 | 0.0% | 2,504 | -3.1% | 0.03% | -26.2% |
Q3 2019 | $204,000 | -7.3% | 2,585 | 0.0% | 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 | $210,000 | – | 2,719 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TrueWealth Financial Partners | 120,794 | $14,649,896 | 14.20% |
RFG HOLDINGS, INC. | 107,497 | $13,037,181 | 13.59% |
Main Management ETF Advisors, LLC | 838,040 | $101,637 | 9.49% |
STAPP WEALTH MANAGEMENT, PLLC | 32,062 | $3,888 | 9.32% |
Marmo Financial Group, LLC | 73,259 | $8,884,792 | 8.58% |
CORA CAPITAL ADVISORS LLC | 88,356 | $10,715,758 | 7.37% |
Boxwood Ventures, Inc. | 27,720 | $3,362 | 6.03% |
M Financial Asset Management, Inc. | 12,969 | $1,573 | 5.74% |
GoalFusion Wealth Management, LLC | 51,731 | $6,460,167 | 5.21% |
Main Management LLC | 286,958 | $34,802 | 4.01% |