Prestige Wealth Management Group 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
Prestige Wealth Management Group LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$8,0000.0%760.0%0.00%0.0%
Q1 2022$8,000
+33.3%
760.0%0.00%
+100.0%
Q4 2021$6,0000.0%760.0%0.00%
-50.0%
Q3 2021$6,0000.0%760.0%0.00%0.0%
Q2 2021$6,000
+20.0%
760.0%0.00%
+100.0%
Q1 2021$5,000
+25.0%
760.0%0.00%0.0%
Q4 2020$4,000
+33.3%
760.0%0.00%0.0%
Q3 2020$3,000
-25.0%
760.0%0.00%0.0%
Q2 2020$4,000
+33.3%
760.0%0.00%0.0%
Q1 2020$3,000
-50.0%
760.0%0.00%
-66.7%
Q4 2019$6,0000.0%760.0%0.00%
-25.0%
Q3 2019$6,0000.0%760.0%0.00%0.0%
Q2 2019$6,000
-14.3%
760.0%0.00%0.0%
Q1 2019$7,000
+16.7%
760.0%0.00%0.0%
Q4 2018$6,000760.00%
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