Disciplined Investments, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$349,836
+13.2%
2,760
+0.8%
0.21%
+29.1%
Q2 2023$309,039
-1.2%
2,7380.0%0.16%
+25.0%
Q1 2023$312,708
-5.0%
2,738
+0.8%
0.13%
-18.0%
Q4 2022$329,280
-16.0%
2,715
-29.7%
0.16%
-10.6%
Q3 2022$392,000
+2.1%
3,8610.0%0.18%
+3.4%
Q2 2022$384,000
-53.1%
3,861
-49.5%
0.17%
+3.0%
Q1 2022$818,000
+127.2%
7,646
+64.8%
0.17%
+6.3%
Q4 2021$360,000
+7.1%
4,640
+2.1%
0.16%
-2.5%
Q3 2021$336,000
-3.7%
4,546
-1.2%
0.16%
-8.9%
Q2 2021$349,000
+13.7%
4,599
+1.8%
0.18%
-1.1%
Q1 2021$307,000
+31.2%
4,5160.0%0.18%
+16.0%
Q4 2020$234,000
+22.5%
4,516
-4.5%
0.16%
+10.6%
Q3 2020$191,000
-18.7%
4,728
+1.2%
0.14%
-23.0%
Q2 2020$235,000
+69.1%
4,671
+28.0%
0.18%
+38.6%
Q1 2020$139,000
-54.3%
3,648
-2.1%
0.13%
-48.4%
Q4 2019$304,0003,7280.26%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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