VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $251,430 | +12.0% | 1,989 | 0.0% | 0.11% | +12.1% |
Q2 2023 | $224,538 | -3.8% | 1,989 | 0.0% | 0.10% | -7.5% |
Q1 2023 | $233,389 | +0.7% | 1,989 | 0.0% | 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 | $245,000 | – | 3,311 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TrueWealth Financial Partners | 119,282 | $15,117,809 | 12.43% |
Main Management ETF Advisors, LLC | 973,005 | $123,319 | 8.76% |
Beacon Capital Management, Inc. | 1,761,010 | $223,190,407 | 8.27% |
Boxwood Ventures, Inc. | 27,720 | $3,537 | 7.16% |
RFG HOLDINGS, INC. | 72,674 | $9,210,778 | 5.20% |
Polianta Ltd | 66,000 | $8,364 | 4.13% |
CMH Wealth Management LLC | 110,925 | $14,154,381 | 3.96% |
GoalFusion Wealth Management, LLC | 41,653 | $5,279,101 | 3.92% |
Tranquilli Financial Advisor LLC | 42,755 | $5,418,769 | 3.91% |
Main Management LLC | 283,281 | $35,903 | 3.64% |