Roberts Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

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
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 Q3 2023
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