Kathleen S. Wright Associates Inc. - 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
Kathleen S. Wright Associates Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$81,747
+12.3%
6450.0%0.05%0.0%
Q2 2023$72,814
-1.2%
6450.0%0.05%
-4.2%
Q1 2023$73,678
-5.5%
6450.0%0.05%
-9.4%
Q4 2022$78,000
+18.2%
6450.0%0.05%
-1.9%
Q3 2022$66,000
+3.1%
6450.0%0.05%0.0%
Q2 2022$64,000
-7.2%
6450.0%0.05%
+8.0%
Q1 2022$69,000
+38.0%
6450.0%0.05%
+35.1%
Q4 2021$50,0006450.04%
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