VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $511,776 | +12.3% | 4,038 | 0.0% | 0.08% | +15.4% |
Q2 2023 | $455,850 | -4.0% | 4,038 | -2.9% | 0.06% | -8.5% |
Q1 2023 | $474,854 | -26.7% | 4,157 | -22.1% | 0.07% | -29.7% |
Q4 2022 | $647,393 | +13.8% | 5,338 | -4.7% | 0.10% | +2.0% |
Q3 2022 | $569,000 | +2.2% | 5,602 | 0.0% | 0.10% | +7.6% |
Q2 2022 | $557,000 | +25.2% | 5,602 | +34.8% | 0.09% | +39.4% |
Q1 2022 | $445,000 | +37.8% | 4,157 | 0.0% | 0.07% | +34.7% |
Q4 2021 | $323,000 | +5.2% | 4,157 | 0.0% | 0.05% | +2.1% |
Q3 2021 | $307,000 | +1.0% | 4,157 | +3.7% | 0.05% | +2.1% |
Q2 2021 | $304,000 | +11.8% | 4,007 | 0.0% | 0.05% | +6.8% |
Q1 2021 | $272,000 | +30.8% | 4,007 | +56.8% | 0.04% | +10.0% |
Q4 2019 | $208,000 | – | 2,556 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TrueWealth Financial Partners | 120,794 | $14,649,896 | 14.20% |
RFG HOLDINGS, INC. | 107,497 | $13,037,181 | 13.59% |
Main Management ETF Advisors, LLC | 838,040 | $101,637 | 9.49% |
STAPP WEALTH MANAGEMENT, PLLC | 32,062 | $3,888 | 9.32% |
Marmo Financial Group, LLC | 73,259 | $8,884,792 | 8.58% |
CORA CAPITAL ADVISORS LLC | 88,356 | $10,715,758 | 7.37% |
Boxwood Ventures, Inc. | 27,720 | $3,362 | 6.03% |
M Financial Asset Management, Inc. | 12,969 | $1,573 | 5.74% |
GoalFusion Wealth Management, LLC | 51,731 | $6,460,167 | 5.21% |
Main Management LLC | 286,958 | $34,802 | 4.01% |