GoalFusion Wealth Management, 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
GoalFusion Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$5,106,228
-3.3%
43,539
+4.5%
3.48%
-11.3%
Q3 2023$5,279,101
+7.4%
41,653
-4.3%
3.92%
+8.4%
Q2 2023$4,914,666
+2.1%
43,535
+3.3%
3.62%
-4.3%
Q1 2023$4,813,424
-25.5%
42,138
-18.5%
3.78%
-27.4%
Q4 2022$6,460,167
+19.9%
51,731
-2.5%
5.21%
+2.2%
Q3 2022$5,389,000
+6.8%
53,054
+4.6%
5.10%
+7.8%
Q2 2022$5,047,000
-12.3%
50,734
-5.7%
4.73%
-4.7%
Q1 2022$5,758,000
+28.4%
53,783
-18.4%
4.96%
+12.6%
Q4 2021$4,483,00065,8814.41%
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