LIBERTY 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
LIBERTY WEALTH MANAGEMENT LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$113,000
+68.7%
1,465
+66.5%
0.04%
+53.8%
Q2 2021$67,000
+19.6%
880
-15.0%
0.03%
-3.7%
Q1 2021$56,0000.0%1,0350.0%0.03%0.0%
Q4 2020$56,000
+30.2%
1,035
-2.9%
0.03%
+8.0%
Q3 2020$43,000
-20.4%
1,0660.0%0.02%
-34.2%
Q2 2020$54,000
-37.2%
1,066
-52.6%
0.04%
-49.3%
Q1 2020$86,000
-54.5%
2,247
-2.9%
0.08%
-49.7%
Q4 2019$189,000
-5.5%
2,315
-9.7%
0.15%
-21.2%
Q3 2019$200,000
-9.5%
2,563
-1.5%
0.19%
-2.6%
Q2 2019$221,000
-6.8%
2,603
-2.2%
0.19%
+9.0%
Q1 2019$237,000
+15.6%
2,661
+0.0%
0.18%
+16.3%
Q4 2018$205,0002,6600.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders