Asset Management Group, 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
Asset Management Group, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,317,058
+13.2%
10,392
+0.8%
0.29%
+17.4%
Q2 2023$1,163,787
-1.2%
10,3090.0%0.25%
-6.1%
Q1 2023$1,177,602
-5.0%
10,309
+0.8%
0.26%
-9.6%
Q4 2022$1,239,982
+20.9%
10,224
+1.3%
0.29%
+13.7%
Q3 2022$1,026,000
+1.3%
10,096
-0.9%
0.26%
+5.3%
Q2 2022$1,013,000
-6.3%
10,189
+0.9%
0.24%
+7.5%
Q1 2022$1,081,000
+38.9%
10,098
+0.7%
0.23%
+47.7%
Q4 2021$778,000
+5.9%
10,027
+0.9%
0.15%
+1.3%
Q3 2021$735,000
-4.3%
9,939
-1.7%
0.15%
-5.0%
Q2 2021$768,000
+12.0%
10,114
+0.2%
0.16%
+6.7%
Q1 2021$686,000
+31.2%
10,0910.0%0.15%
+17.3%
Q4 2020$523,000
-17.5%
10,091
-35.8%
0.13%
-31.4%
Q3 2020$634,000
-18.9%
15,723
+1.2%
0.18%
-25.1%
Q2 2020$782,000
+33.2%
15,540
+1.3%
0.25%
+11.8%
Q1 2020$587,000
-52.3%
15,348
+1.6%
0.22%
-40.6%
Q4 2019$1,231,000
-2.1%
15,102
-6.3%
0.37%
-13.7%
Q3 2019$1,258,000
-5.1%
16,123
+3.5%
0.43%
-8.5%
Q2 2019$1,325,000
-3.4%
15,584
+1.5%
0.47%
-5.4%
Q1 2019$1,372,000
+17.7%
15,353
+1.5%
0.50%
+4.0%
Q4 2018$1,166,000
-26.8%
15,119
-0.2%
0.48%
-11.1%
Q3 2018$1,592,000
+1.1%
15,151
+1.1%
0.54%
-2.0%
Q2 2018$1,574,000
+12.8%
14,979
-0.8%
0.55%
+10.0%
Q1 2018$1,395,000
-6.2%
15,097
+0.5%
0.50%
-6.7%
Q4 2017$1,487,000
-30.4%
15,024
-34.1%
0.54%
-33.0%
Q3 2017$2,135,000
+5.2%
22,811
-0.5%
0.80%
+2.0%
Q2 2017$2,029,000
-8.9%
22,926
-0.4%
0.78%
-11.0%
Q1 2017$2,227,000
-7.1%
23,024
+0.6%
0.88%
-10.5%
Q4 2016$2,396,000
+1.7%
22,890
-5.0%
0.98%
+0.5%
Q3 2016$2,355,000
+2.4%
24,102
-0.3%
0.98%
-1.9%
Q2 2016$2,300,000
+9.7%
24,175
-1.1%
1.00%
+7.3%
Q1 2016$2,097,000
+1.8%
24,435
-1.4%
0.93%
-0.5%
Q4 2015$2,059,000
-11.2%
24,772
-9.4%
0.94%
-13.9%
Q3 2015$2,318,000
-19.2%
27,348
+1.9%
1.09%
-16.1%
Q2 2015$2,870,000
-0.5%
26,838
+1.7%
1.29%
-3.2%
Q1 2015$2,884,000
+2.5%
26,395
+4.7%
1.34%
-5.6%
Q4 2014$2,815,000
-12.7%
25,216
+2.5%
1.42%
-17.7%
Q3 2014$3,226,000
-1.6%
24,606
+8.0%
1.72%
-2.8%
Q2 2014$3,280,000
+10.7%
22,787
-1.2%
1.77%
+4.1%
Q1 2014$2,962,000
+9.7%
23,064
+8.0%
1.70%
+3.5%
Q4 2013$2,700,000
+17.6%
21,354
+11.0%
1.64%
+10.0%
Q3 2013$2,296,000
+8.8%
19,245
+2.5%
1.50%
+3.0%
Q2 2013$2,111,00018,7761.45%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders