J.W. COLE ADVISORS, INC. - 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
J.W. COLE ADVISORS, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$455,497
-85.2%
3,594
-85.9%
0.03%
-85.7%
Q4 2022$3,082,979
+1189.9%
25,420
+979.4%
0.24%
+1085.0%
Q3 2022$239,000
+7.7%
2,355
+5.3%
0.02%
+11.1%
Q2 2022$222,000
-10.5%
2,236
-3.5%
0.02%
+5.9%
Q1 2022$248,0002,3180.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders