Orion Portfolio Solutions, LLC - 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
Orion Portfolio Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,801,375
+21.6%
45,774
+8.3%
0.07%
+37.3%
Q2 2023$4,772,212
-17.7%
42,273
-16.7%
0.05%
-29.2%
Q1 2023$5,800,311
-14.0%
50,777
-8.6%
0.07%
-69.5%
Q4 2022$6,741,220
+16.2%
55,584
-2.6%
0.24%
+2.6%
Q3 2022$5,799,000
-6.0%
57,089
-7.9%
0.23%
-6.9%
Q2 2022$6,166,000
-14.3%
61,986
-7.7%
0.25%
-2.4%
Q1 2022$7,192,000
+35.1%
67,185
-2.1%
0.25%
+42.1%
Q4 2021$5,324,000
-5.2%
68,594
-9.7%
0.18%
-13.6%
Q3 2021$5,614,000
-5.7%
75,972
-3.2%
0.21%
-12.0%
Q2 2021$5,955,000
+4.5%
78,471
-6.4%
0.23%
-4.9%
Q1 2021$5,698,000
+19.7%
83,794
-8.7%
0.25%
+10.8%
Q4 2020$4,760,000
+28.2%
91,790
-0.3%
0.22%
+15.0%
Q3 2020$3,712,000
-30.0%
92,076
-12.6%
0.19%
-32.8%
Q2 2020$5,301,000
+59.3%
105,379
+21.0%
0.29%
+25.3%
Q1 2020$3,328,000
-47.3%
87,086
+12.3%
0.23%
-53.9%
Q4 2019$6,320,00077,5530.50%
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