CAPITAL MANAGEMENT ASSOCIATES /NY/ - 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
CAPITAL MANAGEMENT ASSOCIATES /NY/ ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,197
-99.9%
9,4420.0%1.76%
+12.5%
Q2 2023$1,065,907
+0.6%
9,442
+1.8%
1.57%
-2.5%
Q1 2023$1,059,027
-35.7%
9,271
-31.7%
1.61%
-34.3%
Q4 2022$1,646,74013,5782.45%
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