TrueWealth Financial Partners - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
TrueWealth Financial Partners ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$15,117,809
+10.8%
119,282
-1.3%
12.43%
+10.1%
Q2 2023$13,649,088
-2.0%
120,906
-0.9%
11.29%
-6.0%
Q1 2023$13,933,892
-4.9%
121,981
+1.0%
12.02%
-15.4%
Q4 2022$14,649,896
+15.6%
120,794
-3.2%
14.20%
+3.2%
Q3 2022$12,677,000
-4.4%
124,800
-6.4%
13.77%
-1.0%
Q2 2022$13,263,000
-9.6%
133,341
-2.8%
13.91%
-1.4%
Q1 2022$14,677,000
+34.1%
137,121
-2.8%
14.11%
+31.9%
Q4 2021$10,943,000141,00410.70%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders