Sowell Financial Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 333 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 1.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$267
-99.6%
2,342
+159.1%
0.02%
+950.0%
Q1 2021$66,000
+83.3%
904
+29.7%
0.00%0.0%
Q4 2020$36,000
+33.3%
697
+4.5%
0.00%
+100.0%
Q3 2020$27,000
-63.5%
667
-55.0%
0.00%
-75.0%
Q2 2020$74,000
+34.5%
1,481
+2.1%
0.00%0.0%
Q1 2020$55,000
-96.8%
1,450
-93.1%
0.00%
-96.9%
Q4 2019$1,724,000
+3647.8%
21,156
+3479.7%
0.13%
+3175.0%
Q3 2019$46,000
-98.5%
591
-98.3%
0.00%
-98.9%
Q1 2019$3,143,000
+42.8%
35,161
+63.9%
0.35%
-24.8%
Q2 2018$2,201,000
+85.1%
21,459
+82.7%
0.47%
+57.2%
Q1 2018$1,189,000
+20.3%
11,744
+24.3%
0.30%
+22.7%
Q4 2017$988,000
+21.2%
9,445
+8.7%
0.24%
+14.2%
Q3 2017$815,000
+252.8%
8,689
+232.4%
0.21%
+221.2%
Q2 2017$231,000
-4.9%
2,6140.0%0.07%
-8.3%
Q1 2017$243,000
+594.3%
2,614
+659.9%
0.07%
+500.0%
Q4 2016$35,0003440.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2019
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