ASSETMARK, INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$34,093
+12.3%
2690.0%0.00%
Q2 2023$30,367
-1.2%
2690.0%0.00%
Q1 2023$30,728
-25.9%
269
-21.3%
0.00%
Q4 2022$41,478
+18.5%
3420.0%0.00%
Q3 2022$35,000
+400.0%
342
+368.5%
0.00%
Q2 2022$7,000
-82.1%
73
-79.8%
0.00%
Q1 2022$39,000
+105.3%
362
+54.0%
0.00%
Q4 2019$19,000
+533.3%
235
+879.2%
0.00%
Q2 2018$3,000240.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 208,791$26,811,00025.00%
Beacon Capital Management, Inc. 227,050$29,155,0006.96%
Summit Equities Inc 104,497$13,418,0005.92%
Creative Planning 1,584,650$203,485,0003.06%
Regis Management CO LLC 76,888$9,873,0003.06%
Baker Ellis Asset Management LLC 68,659$8,816,0003.05%
CHARTIST INC /CA/ 44,173$5,667,0003.02%
RAND WEALTH, LLC 78,663$10,101,0001.75%
Asset Management Group, Inc. 23,064$2,962,0001.70%
Archford Capital Strategies, LLC 11,929$1,531,808,0001.28%
View complete list of VANGUARD WORLD FDS shareholders