Plante Moran Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 266 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 1.80 and the average weighting 0.3%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$7,196
-52.1%
63
-49.2%
0.00%
-50.0%
Q4 2022$15,020
+25.2%
124
+2.5%
0.00%0.0%
Q3 2022$12,000
+71.4%
121
-33.9%
0.00%
-33.3%
Q1 2020$7,000
-12.5%
183
+69.4%
0.00%0.0%
Q4 2018$8,000
+700.0%
108
+881.8%
0.00%
+200.0%
Q4 2016$1,000
-75.0%
11
-75.0%
0.00%
-66.7%
Q4 2015$4,000
-99.1%
44
-99.0%
0.00%
-99.1%
Q2 2015$463,000
-2.1%
4,3300.0%0.33%
+0.3%
Q1 2015$473,000
+2682.4%
4,330
+3256.6%
0.33%
+2100.0%
Q3 2014$17,000
-10.5%
1290.0%0.02%
-11.8%
Q2 2014$19,0001290.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2017
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