Collaborative Wealth Managment Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$421,015
+12.3%
3,3220.0%0.25%
+12.6%
Q2 2023$375,007
-6.4%
3,322
-5.2%
0.22%
-11.5%
Q1 2023$400,476
-7.8%
3,506
-2.1%
0.25%
-11.6%
Q4 2022$434,289
+15.2%
3,581
-3.6%
0.28%
+6.7%
Q3 2022$377,000
-1.8%
3,715
-3.9%
0.27%
+6.0%
Q2 2022$384,000
+31.5%
3,865
+2.7%
0.25%
+57.5%
Q4 2021$292,000
-29.5%
3,765
-2.6%
0.16%
-33.1%
Q1 2021$414,0003,8650.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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