Avion Wealth - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avion Wealth ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,790
+12.3%
14,127
+0.0%
0.51%
+22.2%
Q2 2023$1,594
-13.6%
14,126
-7.2%
0.42%
-16.9%
Q1 2023$1,845
+1.3%
15,219
-15.1%
0.50%
-11.3%
Q4 2022$1,821
-99.9%
17,9300.0%0.57%
+0.2%
Q3 2022$1,821,000
-1.0%
17,930
-3.0%
0.57%
-0.9%
Q2 2022$1,840,000
-7.4%
18,494
-0.3%
0.57%0.0%
Q1 2022$1,986,000
+36.5%
18,553
-1.0%
0.57%
+38.6%
Q4 2021$1,455,000
+1.1%
18,746
-3.7%
0.41%
-5.5%
Q3 2021$1,439,000
-3.1%
19,472
-0.5%
0.44%
-3.5%
Q2 2021$1,485,000
+10.0%
19,574
-1.4%
0.45%
-4.2%
Q1 2021$1,350,000
+36.2%
19,853
+3.9%
0.47%
+51.3%
Q4 2020$991,000
+30.9%
19,105
+1.8%
0.31%
+22.4%
Q3 2020$757,000
-20.2%
18,769
-0.5%
0.26%
-22.7%
Q2 2020$949,000
+747.3%
18,872
+542.8%
0.33%
+587.5%
Q1 2020$112,000
-77.0%
2,936
-50.9%
0.05%
-89.0%
Q4 2019$488,000
-11.3%
5,984
-15.2%
0.44%
-16.8%
Q3 2019$550,0007,0560.52%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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