CALIBER WEALTH MANAGEMENT, 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
CALIBER WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$209,484
-90.7%
1,834
-90.2%
0.16%
-90.9%
Q4 2022$2,260,772
-30.4%
18,641
-41.7%
1.73%
-32.6%
Q3 2022$3,246,000
+3.8%
31,957
+1.7%
2.56%
+5.4%
Q2 2022$3,126,000
-1.9%
31,423
+5.6%
2.43%
+19.6%
Q1 2022$3,186,000
+48.1%
29,767
+24.6%
2.03%
+36.8%
Q4 2021$2,151,00023,8911.49%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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