GUARDIAN WEALTH ADVISORS, LLC / NC - 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
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$189,810
+2.6%
1,487
-8.7%
0.03%0.0%
Q2 2023$184,965
+40.6%
1,629
+41.4%
0.03%
+39.1%
Q1 2023$131,593
-12.3%
1,152
-6.9%
0.02%
-20.7%
Q4 2022$150,023
-34.2%
1,237
-45.9%
0.03%
-31.0%
Q2 2022$228,000
+18.1%
2,288
+27.1%
0.04%
-49.4%
Q1 2022$193,000
+34.0%
1,800
-3.1%
0.08%
+33.9%
Q4 2021$144,0001,8580.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders