CAROLINAS WEALTH CONSULTING LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$8,527
+7.0%
71
+1.4%
0.00%0.0%
Q2 2023$7,971
-50.2%
70
-67.1%
0.00%
-50.0%
Q2 2021$16,000
+14.3%
213
+0.5%
0.00%
+33.3%
Q1 2021$14,000
+27.3%
212
+1.0%
0.00%0.0%
Q4 2020$11,000
+37.5%
210
+1.4%
0.00%0.0%
Q3 2020$8,000
-20.0%
207
+1.0%
0.00%
-25.0%
Q2 2020$10,000
+42.9%
205
+1.5%
0.00%0.0%
Q1 2020$7,0002020.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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