J.P. Morgan Private Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 334 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.49 and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$9,981,818
+19.2%
78,758
+6.2%
0.03%
-32.6%
Q2 2023$8,374,915
-10.4%
74,187
-9.4%
0.04%
+115.0%
Q1 2023$9,351,667
+6.4%
81,867
+12.9%
0.02%0.0%
Q4 2022$8,790,981
+58.6%
72,485
+32.8%
0.02%
+42.9%
Q3 2022$5,544,000
+3.7%
54,576
+1.6%
0.01%0.0%
Q2 2022$5,346,000
+5.6%
53,740
+13.6%
0.01%
+27.3%
Q1 2022$5,063,000
+61.3%
47,299
+17.0%
0.01%
+57.1%
Q4 2021$3,138,000
+27.4%
40,439
+21.3%
0.01%
+16.7%
Q3 2021$2,463,000
+2.2%
33,327
+4.9%
0.01%0.0%
Q2 2021$2,411,000
+33.8%
31,776
+19.9%
0.01%0.0%
Q1 2021$1,802,000
+38.7%
26,501
+5.8%
0.01%
+50.0%
Q4 2020$1,299,000
+36.0%
25,056
+5.7%
0.00%0.0%
Q3 2020$955,000
-24.7%
23,698
-6.0%
0.00%
-33.3%
Q2 2020$1,268,000
-20.8%
25,199
-39.9%
0.01%
-33.3%
Q1 2020$1,602,000
-25.8%
41,908
+58.2%
0.01%
-10.0%
Q4 2019$2,159,000
-41.5%
26,491
-44.0%
0.01%
-47.4%
Q3 2019$3,692,000
+70.7%
47,326
+86.0%
0.02%
+58.3%
Q2 2019$2,163,000
-6.5%
25,440
-1.7%
0.01%0.0%
Q1 2019$2,314,000
+7.2%
25,887
-7.5%
0.01%
-7.7%
Q4 2018$2,158,000
-21.0%
27,983
+7.7%
0.01%0.0%
Q3 2018$2,731,000
+10.5%
25,980
+10.5%
0.01%
-7.1%
Q2 2018$2,471,000
+43.3%
23,518
+26.0%
0.01%
+16.7%
Q1 2018$1,724,000
-11.6%
18,660
-5.3%
0.01%
-7.7%
Q4 2017$1,950,000
+28.7%
19,710
+21.7%
0.01%
+18.2%
Q3 2017$1,515,000
+29.6%
16,189
+22.5%
0.01%
+22.2%
Q2 2017$1,169,000
+49.9%
13,214
+63.9%
0.01%
+50.0%
Q1 2017$780,000
-7.8%
8,064
-0.2%
0.01%
-14.3%
Q4 2016$846,000
-26.0%
8,084
-31.0%
0.01%
-36.4%
Q3 2016$1,144,000
+5.2%
11,711
+2.5%
0.01%0.0%
Q2 2016$1,087,000
+22.7%
11,426
+10.7%
0.01%
+37.5%
Q1 2016$886,000
-62.1%
10,326
-63.3%
0.01%
-66.7%
Q4 2015$2,339,000
+858.6%
28,139
+877.0%
0.02%
+700.0%
Q3 2015$244,000
-32.0%
2,880
-14.3%
0.00%
-25.0%
Q2 2015$359,000
-13.5%
3,360
-11.6%
0.00%
-20.0%
Q1 2015$415,000
+26.5%
3,801
+29.2%
0.01%
+25.0%
Q4 2014$328,000
-4.9%
2,941
+11.8%
0.00%0.0%
Q3 2014$345,000
-14.0%
2,630
-5.5%
0.00%
-42.9%
Q2 2014$401,000
+24.5%
2,783
+11.1%
0.01%
+16.7%
Q1 2014$322,0002,5050.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
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