Keudell/Morrison Wealth Management - 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
Keudell/Morrison Wealth Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,302,419
+9.0%
33,947
-2.9%
1.31%
+15.3%
Q2 2023$3,945,710
-0.2%
34,952
+1.0%
1.14%
-2.3%
Q1 2023$3,952,051
-5.3%
34,597
+0.6%
1.16%
-13.1%
Q4 2022$4,172,919
-3.6%
34,407
-19.3%
1.34%
-17.3%
Q3 2022$4,330,000
-1.4%
42,631
-3.4%
1.62%
+1.6%
Q2 2022$4,391,000
-11.5%
44,144
-4.8%
1.60%
-23.2%
Q1 2022$4,964,000
-34.1%
46,380
-52.2%
2.08%
-30.1%
Q4 2021$7,527,000
-43.9%
96,988
-46.5%
2.97%
-48.3%
Q3 2021$13,408,000
+67.3%
181,429
+71.8%
5.75%
+31.0%
Q2 2021$8,016,000
+17.1%
105,622
+4.9%
4.39%
+10.5%
Q1 2021$6,844,000
+18.9%
100,652
-9.3%
3.97%
+8.7%
Q4 2020$5,755,000
+62.1%
110,981
+26.0%
3.65%
+60.1%
Q3 2020$3,551,00088,0952.28%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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