PATHSTONE FAMILY OFFICE, LLC - 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
PATHSTONE FAMILY OFFICE, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,667,913
+2824.4%
52,611
+2505.8%
0.05%
+1600.0%
Q2 2023$228,013
-0.6%
2,019
+0.5%
0.00%
-25.0%
Q1 2023$229,440
-95.9%
2,008
-69.2%
0.00%
-91.7%
Q4 2022$5,657,724
+29.8%
6,512
+21.8%
0.05%
+2.1%
Q4 2019$4,358,000
+143.1%
5,348
-76.7%
0.05%
-79.9%
Q3 2019$1,793,000
-8.2%
22,9860.0%0.23%
+1.7%
Q2 2019$1,953,000
-5.0%
22,9860.0%0.23%
-11.9%
Q1 2019$2,055,00022,9860.26%
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