Arkadios Wealth Advisors - 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
Arkadios Wealth Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$329,322
+14.6%
2,598
+2.0%
0.03%
-6.1%
Q2 2023$287,452
-3.9%
2,546
-2.8%
0.03%
-8.3%
Q1 2023$299,037
-3.3%
2,618
+2.6%
0.04%
-12.2%
Q4 2022$309,383
+19.9%
2,551
+0.4%
0.04%
+5.1%
Q3 2022$258,000
+6.6%
2,540
+4.4%
0.04%
+8.3%
Q2 2022$242,000
-17.4%
2,434
-11.0%
0.04%
-5.3%
Q1 2022$293,000
-9.0%
2,734
-34.1%
0.04%
-11.6%
Q4 2021$322,000
+5.2%
4,1500.0%0.04%
-2.3%
Q3 2021$306,000
+0.3%
4,150
+3.1%
0.04%
+18.9%
Q2 2021$305,0004,0250.04%
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