HighMark Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$18,000
-5.3%
2500.0%0.01%
-7.1%
Q2 2021$19,000
+11.8%
2500.0%0.01%0.0%
Q1 2021$17,000
+30.8%
2500.0%0.01%
+27.3%
Q4 2020$13,000
+30.0%
2500.0%0.01%
+22.2%
Q3 2020$10,000
-23.1%
2500.0%0.01%
-35.7%
Q2 2020$13,0002500.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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