Gradient Investments LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$12,674
+12.3%
1000.0%0.00%
Q2 2023$11,289
-1.2%
1000.0%0.00%
Q1 2023$11,423
-52.9%
100
-50.0%
0.00%
-100.0%
Q4 2022$24,256
+21.3%
2000.0%0.00%0.0%
Q3 2022$20,0000.0%2000.0%0.00%0.0%
Q2 2022$20,000
-4.8%
2000.0%0.00%0.0%
Q1 2022$21,000
+31.2%
2000.0%0.00%
Q4 2021$16,000
+6.7%
2000.0%0.00%
Q3 2021$15,0000.0%2000.0%0.00%
Q2 2021$15,000
+7.1%
2000.0%0.00%
Q1 2021$14,000
+75.0%
2000.0%0.00%
Q4 2020$8,0000.0%2000.0%0.00%
Q3 2020$8,000
-20.0%
2000.0%0.00%
Q2 2020$10,000
+25.0%
2000.0%0.00%
Q1 2020$8,0000.0%200
+100.0%
0.00%
Q4 2019$8,0000.0%1000.0%0.00%
Q3 2019$8,000
-11.1%
1000.0%0.00%
Q2 2019$9,000
-67.9%
100
-67.8%
0.00%
-100.0%
Q1 2019$28,000
+16.7%
3110.0%0.00%
+100.0%
Q4 2018$24,000
-36.8%
311
-13.9%
0.00%
-50.0%
Q3 2018$38,000
+15.2%
361
+16.1%
0.00%0.0%
Q2 2018$33,000
+230.0%
311
+190.7%
0.00%
+100.0%
Q3 2016$10,000
+900.0%
107
+1683.3%
0.00%
Q4 2014$1,00060.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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