Private Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
Private Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,917,222
+12.4%
15,127
+0.1%
0.81%
+16.4%
Q2 2023$1,705,564
-1.5%
15,108
-0.3%
0.70%
-4.3%
Q1 2023$1,731,063
-9.9%
15,154
-4.3%
0.73%
+12.7%
Q4 2022$1,920,709
+19.2%
15,837
-0.2%
0.65%
-13.9%
Q3 2022$1,612,000
-7.6%
15,867
-0.2%
0.75%
+16.3%
Q2 2022$1,745,000
-2.9%
15,899
-5.3%
0.64%
+12.4%
Q1 2022$1,798,000
+33.9%
16,794
-2.9%
0.57%
+100.0%
Q4 2021$1,343,000
+0.1%
17,302
+0.6%
0.29%
-10.6%
Q3 2021$1,341,000
-25.4%
17,199
-27.4%
0.32%
-41.7%
Q2 2021$1,798,000
+12.0%
23,696
+0.3%
0.55%
+1.3%
Q1 2021$1,606,000
+4.0%
23,617
-9.0%
0.54%
+2.1%
Q4 2020$1,544,00025,9390.53%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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