Roberts Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
Roberts Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$251,430
+12.0%
1,9890.0%0.11%
+12.1%
Q2 2023$224,538
-3.8%
1,9890.0%0.10%
-7.5%
Q1 2023$233,389
+0.7%
1,9890.0%0.11%
-4.5%
Q4 2022$231,659
-1.8%
1,989
-2.5%
0.11%
-3.4%
Q3 2022$236,000
-0.4%
2,039
-15.2%
0.12%
+12.6%
Q2 2022$237,000
-16.0%
2,405
-7.7%
0.10%
-6.4%
Q1 2022$282,000
+11.5%
2,605
-17.6%
0.11%
+20.9%
Q4 2021$253,000
+3.3%
3,161
-4.5%
0.09%
-6.2%
Q3 2021$245,0003,3110.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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