RESOURCES MANAGEMENT CORP /CT/ /ADV - 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
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$60.0%500.0%0.00%0.0%
Q2 2023$6
-98.6%
50
-98.3%
0.00%
-98.5%
Q1 2023$424
+2131.6%
2,891
+1789.5%
0.07%
+2166.7%
Q4 2022$19
-99.9%
1530.0%0.00%0.0%
Q3 2022$15,0000.0%1530.0%0.00%
+50.0%
Q2 2022$15,000
-6.2%
1530.0%0.00%0.0%
Q1 2022$16,000
+33.3%
1530.0%0.00%0.0%
Q4 2021$12,000
+9.1%
1530.0%0.00%0.0%
Q3 2021$11,000
-8.3%
1530.0%0.00%0.0%
Q2 2021$12,000
+71.4%
153
+48.5%
0.00%
+100.0%
Q1 2021$7,000
+40.0%
1030.0%0.00%0.0%
Q4 2020$5,000
+25.0%
1030.0%0.00%0.0%
Q3 2020$4,000
-20.0%
103
+2.0%
0.00%0.0%
Q2 2020$5,0001010.00%
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