Investment Research & Advisory Group, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
Investment Research & Advisory Group, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$502,524
+12.3%
3,9650.0%0.28%
+10.0%
Q2 2023$447,609
-1.2%
3,9650.0%0.26%
-11.0%
Q1 2023$452,922
-5.8%
3,9650.0%0.29%
-7.9%
Q4 2022$480,875
+19.3%
3,9650.0%0.32%
+4.6%
Q3 2022$403,000
+2.3%
3,9650.0%0.30%
+6.0%
Q2 2022$394,000
-7.1%
3,9650.0%0.28%
+7.1%
Q1 2022$424,000
+37.7%
3,9650.0%0.27%
+42.2%
Q4 2021$308,000
+4.4%
3,9650.0%0.19%
-3.6%
Q3 2021$295,000
-2.0%
3,9650.0%0.19%
-2.0%
Q2 2021$301,000
+11.5%
3,9650.0%0.20%0.0%
Q1 2021$270,000
+31.1%
3,9650.0%0.20%
+29.4%
Q4 2020$206,000
+28.8%
3,9650.0%0.15%
+15.0%
Q3 2020$160,000
-19.6%
3,9650.0%0.13%
-25.7%
Q2 2020$199,0003,9650.18%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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