WMG Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
WMG Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$359,435
+12.3%
2,8360.0%0.30%
+29.2%
Q2 2023$320,159
-5.9%
2,836
-4.8%
0.24%
-16.3%
Q1 2023$340,177
-7.2%
2,978
-1.5%
0.28%
-9.6%
Q4 2022$366,751
+19.5%
3,0240.0%0.31%
+13.0%
Q3 2022$307,000
+2.0%
3,024
-1.0%
0.28%
+5.7%
Q2 2022$301,000
-57.7%
3,055
-54.0%
0.26%
-50.1%
Q1 2022$712,000
+72.0%
6,636
+24.1%
0.52%
+61.9%
Q4 2021$414,0005,3480.32%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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