Lehman & Derafelo Financial Resources LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$727,316
+19.6%
5,997
+1.5%
0.22%
+12.5%
Q3 2022$608,000
+3.4%
5,9110.0%0.19%
+5.5%
Q2 2022$588,000
-7.1%
5,9110.0%0.18%
+3.4%
Q1 2022$633,000
+37.9%
5,9110.0%0.18%
+26.6%
Q4 2021$459,000
+5.0%
5,9110.0%0.14%
-2.1%
Q3 2021$437,000
-5.8%
5,911
-3.3%
0.14%
+11.8%
Q2 2021$464,000
+11.5%
6,1110.0%0.13%
+8.5%
Q1 2021$416,000
+31.2%
6,1110.0%0.12%
+23.2%
Q4 2020$317,000
+2013.3%
6,111
+1592.8%
0.10%
+1800.0%
Q3 2020$15,000
-16.7%
3610.0%0.01%
-16.7%
Q2 2020$18,0003610.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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