FRG Family 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
FRG Family Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,693,880
+12.3%
13,3650.0%0.38%
+16.1%
Q2 2023$1,508,775
-1.2%
13,3650.0%0.33%
-5.4%
Q1 2023$1,526,684
+20.2%
13,365
+27.7%
0.35%
+15.2%
Q4 2022$1,269,802
+36.4%
10,470
+14.2%
0.30%
+31.7%
Q3 2022$931,000
+18.9%
9,170
+16.5%
0.23%
+27.1%
Q2 2022$783,000
+12.2%
7,870
+20.7%
0.18%
+33.1%
Q1 2022$698,000
+83.7%
6,520
+33.1%
0.14%
+91.5%
Q4 2021$380,0004,9000.07%
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