Lee Financial Co - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,337
+12.3%
500.0%0.00%0.0%
Q2 2023$5,645
-1.2%
500.0%0.00%0.0%
Q1 2023$5,712
-5.8%
500.0%0.00%0.0%
Q4 2022$6,064
+21.3%
500.0%0.00%0.0%
Q3 2022$5,0000.0%500.0%0.00%0.0%
Q2 2022$5,0000.0%500.0%0.00%0.0%
Q1 2022$5,000
+25.0%
500.0%0.00%0.0%
Q4 2021$4,0000.0%500.0%0.00%0.0%
Q3 2021$4,0000.0%500.0%0.00%0.0%
Q2 2021$4,000
+33.3%
500.0%0.00%0.0%
Q1 2021$3,0000.0%500.0%0.00%0.0%
Q4 2020$3,000
+50.0%
500.0%0.00%0.0%
Q3 2020$2,000
-33.3%
500.0%0.00%0.0%
Q2 2020$3,000
+50.0%
500.0%0.00%0.0%
Q1 2020$2,000500.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,776$515,0005.24%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 208,144$8,390,0004.39%
Beacon Capital Management, Inc. 2,093,145$84,375,0004.04%
Keudell/Morrison Wealth Management 88,095$3,551,0002.28%
AJ WEALTH STRATEGIES, LLC 539,400$21,743,0002.21%
Praetorian Wealth Management, Inc. 124,203$5,007,0002.21%
Marotta Asset Management 152,151$5,891,347,0001.79%
Shilanski & Associates, Inc. 58,496$2,358,0001.60%
STEEL GROVE CAPITAL ADVISORS, LLC 93,161$3,755,0001.53%
WP Advisors, LLC 42,439$1,711,0001.03%
View complete list of VANGUARD WORLD FDS shareholders