Arete Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$321
+10.7%
2,839
+11.9%
0.03%
+16.7%
Q1 2023$290
-100.0%
2,537
-0.9%
0.02%
-11.1%
Q4 2022$310,359,468
+94521.8%
2,559
-20.8%
0.03%
-15.6%
Q3 2022$328,000
-49.2%
3,232
-50.5%
0.03%
-50.8%
Q2 2022$646,000
+66.9%
6,529
+80.6%
0.06%
+103.1%
Q1 2022$387,000
-5.8%
3,615
-29.3%
0.03%
-8.6%
Q4 2021$411,000
+59.3%
5,115
+49.8%
0.04%
+25.0%
Q3 2021$258,000
+22.3%
3,414
-0.3%
0.03%
-6.7%
Q2 2021$211,000
-2.3%
3,425
+9.1%
0.03%
+7.1%
Q1 2021$216,000
-12.6%
3,138
-1.1%
0.03%
-40.4%
Q3 2019$247,000
+21.7%
3,172
+32.9%
0.05%
+20.5%
Q2 2019$203,000
-39.9%
2,386
-37.0%
0.04%
-45.1%
Q1 2019$338,0003,7850.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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