Birchcreek Wealth Management, 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
Birchcreek Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$602,649
+12.3%
4,7550.0%0.41%
+9.1%
Q2 2023$536,792
+5.5%
4,755
+6.7%
0.38%
-6.9%
Q1 2023$509,009
-3.8%
4,456
+2.1%
0.40%
-14.4%
Q4 2022$529,387
+25.7%
4,365
+5.4%
0.47%
+20.8%
Q3 2022$421,000
+3.7%
4,141
+1.4%
0.39%
+7.1%
Q2 2022$406,000
-8.4%
4,084
-1.2%
0.36%
-7.4%
Q1 2022$443,000
+57.7%
4,135
+14.1%
0.39%
+60.4%
Q4 2021$281,000
-13.3%
3,625
-17.3%
0.24%
-18.9%
Q3 2021$324,000
-4.4%
4,385
-1.7%
0.30%
-7.6%
Q2 2021$339,000
+1.2%
4,462
-9.5%
0.33%
-7.6%
Q1 2021$335,000
-23.3%
4,928
-41.6%
0.35%
-17.5%
Q4 2020$437,0008,4450.43%
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