IVC Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
IVC Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$469,572
+12.3%
3,7050.0%0.31%
+18.5%
Q2 2023$418,257
-1.2%
3,7050.0%0.26%
-11.7%
Q1 2023$423,222
-5.8%
3,7050.0%0.30%
-9.4%
Q4 2022$449,342
+19.5%
3,7050.0%0.33%
+9.2%
Q3 2022$376,000
+1.9%
3,7050.0%0.30%
+5.9%
Q2 2022$369,000
-9.6%
3,705
-2.8%
0.29%
+6.7%
Q1 2022$408,000
+37.8%
3,8100.0%0.27%
+40.3%
Q4 2021$296,000
+5.7%
3,810
+0.5%
0.19%
-1.0%
Q3 2021$280,000
+2.2%
3,790
+4.8%
0.19%0.0%
Q2 2021$274,000
+16.1%
3,615
+4.3%
0.19%
+3.8%
Q1 2021$236,0003,4670.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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