JANICZEK WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
JANICZEK WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$24,214
-2.6%
202
+1.0%
0.01%0.0%
Q4 2022$24,862
+13.0%
200
+1.0%
0.01%0.0%
Q3 2022$22,0000.0%198
+1.0%
0.01%0.0%
Q2 2022$22,000
+4.8%
196
+1.0%
0.01%
+16.7%
Q1 2022$21,000
+40.0%
194
+1.0%
0.01%
+50.0%
Q4 2021$15,000
+7.1%
192
+2.1%
0.00%
-20.0%
Q3 2021$14,0000.0%1880.0%0.01%0.0%
Q2 2021$14,000
+7.7%
188
+2.2%
0.01%0.0%
Q1 2021$13,000
+30.0%
1840.0%0.01%0.0%
Q4 2020$10,000
-56.5%
184
-68.4%
0.01%
-58.3%
Q3 2020$23,000
-34.3%
582
-16.1%
0.01%
-40.0%
Q2 2020$35,0006940.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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