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

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 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 Q1 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