Rockbridge Investment Management, LCC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Rockbridge Investment Management, LCC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$18,000
+5.9%
2270.0%0.00%0.0%
Q3 2021$17,0000.0%2270.0%0.00%0.0%
Q2 2021$17,000
+13.3%
2270.0%0.00%0.0%
Q1 2021$15,000
-6.2%
227
-26.1%
0.00%0.0%
Q4 2020$16,000
+33.3%
3070.0%0.00%0.0%
Q3 2020$12,000
-20.0%
3070.0%0.00%
-25.0%
Q2 2020$15,0003070.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders