Joseph P. Lucia & Associates, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$24,000
-7.7%
2450.0%0.02%
+6.2%
Q1 2022$26,000
+8.3%
245
-23.4%
0.02%
+14.3%
Q3 2021$24,0000.0%3200.0%0.01%0.0%
Q2 2021$24,000
+9.1%
3200.0%0.01%
+40.0%
Q1 2021$22,000
+29.4%
3200.0%0.01%
-16.7%
Q4 2020$17,000
+6.2%
3200.0%0.01%
-14.3%
Q2 2020$16,000
+220.0%
320
+166.7%
0.01%
+133.3%
Q1 2020$5,000
-50.0%
1200.0%0.01%
-33.3%
Q4 2019$10,000
+11.1%
1200.0%0.01%0.0%
Q3 2019$9,000
-10.0%
1200.0%0.01%
-10.0%
Q2 2019$10,000
-91.7%
120
-98.9%
0.01%
+11.1%
Q1 2019$120,00011,0220.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders