O'ROURKE & COMPANY, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.

Quarter-by-quarter ownership
O'ROURKE & COMPANY, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,062
+28.4%
8,377
+14.4%
0.77%
+33.4%
Q2 2023$827
+16.6%
7,325
+18.0%
0.58%
+7.4%
Q1 2023$709
-7.2%
6,208
-1.5%
0.54%
-10.9%
Q4 2022$764
-99.9%
6,301
+21.5%
0.61%
+31.7%
Q3 2022$527,000
+42.8%
5,188
+39.8%
0.46%
+47.0%
Q2 2022$369,000
+21.0%
3,712
+30.2%
0.31%
+49.0%
Q1 2022$305,0002,8520.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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