Carolina Wealth Advisors, 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
Carolina Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$1
-99.9%
100.0%0.00%0.0%
Q3 2022$1,0000.0%100.0%0.00%0.0%
Q2 2022$1,0000.0%100.0%0.00%0.0%
Q1 2022$1,0000.0%100.0%0.00%0.0%
Q4 2021$1,0000.0%100.0%0.00%0.0%
Q3 2021$1,0000.0%100.0%0.00%0.0%
Q2 2021$1,000
-75.0%
10
-84.8%
0.00%
-66.7%
Q1 2021$4,000
+300.0%
66
+560.0%
0.00%
+200.0%
Q4 2020$1,000100.0%0.00%
Q3 2020$0
-100.0%
100.0%0.00%
-100.0%
Q2 2020$1,000100.0%0.00%
Q1 2020$0
-100.0%
10
-94.5%
0.00%
-100.0%
Q4 2019$15,0001810.01%
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