Avior Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$15,887
+12.3%
1250.0%0.00%0.0%
Q2 2023$14,151
-49.1%
125
-48.6%
0.00%
-50.0%
Q1 2023$27,798
+82.9%
243
+94.4%
0.00%
+100.0%
Q4 2022$15,202
+38.2%
125
+8.7%
0.00%0.0%
Q3 2022$11,0000.0%1150.0%0.00%0.0%
Q2 2022$11,000
+37.5%
115
+42.0%
0.00%0.0%
Q1 2022$8,000
+300.0%
81
+161.3%
0.00%
Q4 2021$2,0000.0%310.0%0.00%
Q3 2021$2,0000.0%310.0%0.00%
Q2 2021$2,0000.0%310.0%0.00%
Q1 2021$2,000
+100.0%
310.0%0.00%
Q4 2020$1,0000.0%310.0%0.00%
Q3 2020$1,0000.0%310.0%0.00%
Q2 2020$1,0000.0%310.0%0.00%
Q1 2020$1,000
-50.0%
31
-8.8%
0.00%
Q4 2019$2,0000.0%340.0%0.00%
Q3 2019$2,000
-33.3%
34
+9.7%
0.00%
-100.0%
Q2 2019$3,000
+50.0%
310.0%0.00%
Q1 2019$2,0000.0%310.0%0.00%
Q4 2018$2,000
-33.3%
310.0%0.00%
-100.0%
Q3 2018$3,0000.0%310.0%0.00%0.0%
Q2 2018$3,0000.0%310.0%0.00%0.0%
Q1 2018$3,0000.0%310.0%0.00%0.0%
Q4 2017$3,0000.0%310.0%0.00%0.0%
Q3 2017$3,000310.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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