TrueWealth Financial Partners - 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
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 Q3 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