NorthCrest Asset Manangement, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.

Quarter-by-quarter ownership
NorthCrest Asset Manangement, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$517,069
+12.0%
4,080
-0.2%
0.02%
+16.7%
Q2 2023$461,467
+19.7%
4,088
+21.1%
0.02%
+12.5%
Q1 2023$385,499
-28.6%
3,375
-24.2%
0.02%
-48.4%
Q4 2022$540,000
+75.9%
4,451
+47.4%
0.03%
+82.4%
Q3 2022$307,000
-3.8%
3,019
-5.8%
0.02%
+6.2%
Q2 2022$319,000
-7.0%
3,204
+0.0%
0.02%0.0%
Q1 2022$343,000
+46.0%
3,203
+5.6%
0.02%
+23.1%
Q4 2021$235,0003,0340.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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