Asset Dedication, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 480 filers reported holding VANGUARD WORLD FDS in Q1 2024. The put-call ratio across all filers is 0.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$986,331
+101166.0%
6,668
-2.7%
0.07%
-6.8%
Q1 2024$974
-21.1%
6,856
-24.2%
0.07%
-27.0%
Q4 2023$1,234
+3.9%
9,040
-3.0%
0.10%
-1.0%
Q3 2023$1,188
-16.2%
9,324
-7.0%
0.10%
-16.5%
Q2 2023$1,418
-8.3%
10,029
-5.1%
0.12%
-15.4%
Q1 2023$1,547
-13.8%
10,568
-9.9%
0.14%
-21.4%
Q4 2022$1,794
-99.9%
11,728
-0.1%
0.18%
-0.5%
Q3 2022$1,666,000
-15.0%
11,741
-9.3%
0.18%
-37.1%
Q2 2022$1,961,000
-7.2%
12,947
-1.5%
0.29%
+23.8%
Q1 2022$2,114,000
+19118.2%
13,140
+17900.0%
0.24%
+23400.0%
Q4 2021$11,000
+120.0%
73
+46.0%
0.00%
-75.0%
Q1 2016$5,000500.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2024
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 666,667$82,447,0004.21%
Newport Wealth Strategies, Inc. 36,935$4,568,0004.17%
STABLEFORD CAPITAL II LLC 39,286$4,858,0003.64%
Stonebridge Financial Planning Group, LLC 26,398$3,345,0002.85%
TAP Consulting, LLC 45,754$5,658,0002.78%
Briaud Financial Planning, Inc 27,995$3,462,0002.64%
Freedom Investment Management, Inc. 175,166$21,663,0002.36%
Hamilton Wealth, LLC 63,558$7,860,0002.34%
Castle Rock Wealth Management, LLC 29,800$3,953,0002.32%
Tatro Capital, LLC 12,984$1,606,0002.30%
View complete list of VANGUARD WORLD FDS shareholders