Anchor Investment Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 390 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$3,418,126
+14.8%
29,145
+24.0%
0.39%
+0.5%
Q3 2023$2,978,614
+17.7%
23,502
+4.8%
0.39%
+20.4%
Q2 2023$2,531,357
+12.1%
22,423
+13.5%
0.32%
+5.2%
Q1 2023$2,257,324
+5.5%
19,761
+12.0%
0.31%0.0%
Q4 2022$2,139,102
+337.1%
17,638
+266.1%
0.31%
+303.9%
Q3 2022$489,401
+7.7%
4,818
+5.4%
0.08%
+15.2%
Q2 2022$454,566
+16.1%
4,570
+24.9%
0.07%
+34.7%
Q1 2022$391,552
+3355.6%
3,658
+2405.5%
0.05%
+4800.0%
Q4 2021$11,331
+5.0%
1460.0%0.00%
-50.0%
Q3 2021$10,789
-2.6%
1460.0%0.00%0.0%
Q2 2021$11,080
-39.4%
146
-45.7%
0.00%
-33.3%
Q1 2021$18,292
+16.0%
269
-11.5%
0.00%0.0%
Q4 2020$15,765
+28.7%
3040.0%0.00%
+50.0%
Q3 2020$12,254
+1.1%
304
+26.1%
0.00%
-33.3%
Q2 2020$12,122
+31.6%
2410.0%0.00%
+50.0%
Q1 2020$9,211
-53.1%
2410.0%0.00%
-50.0%
Q4 2019$19,639
-44.2%
241
-46.6%
0.00%
-50.0%
Q3 2019$35,187
-24.9%
451
-18.1%
0.01%
-27.3%
Q2 2019$46,846
+18.8%
551
+24.9%
0.01%
+10.0%
Q1 2019$39,417
-59.4%
441
-65.0%
0.01%
-64.3%
Q4 2018$97,122
-11.9%
1,260
+20.1%
0.03%
+12.0%
Q3 2018$110,294
+0.1%
1,0490.0%0.02%
-7.4%
Q2 2018$110,229
+13.8%
1,0490.0%0.03%
+8.0%
Q1 2018$96,896
-6.7%
1,0490.0%0.02%
-10.7%
Q4 2017$103,799
+13.6%
1,049
+7.5%
0.03%
+3.7%
Q3 2017$91,3349760.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,776$515,0005.24%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 208,144$8,390,0004.39%
Beacon Capital Management, Inc. 2,093,145$84,375,0004.04%
Keudell/Morrison Wealth Management 88,095$3,551,0002.28%
AJ WEALTH STRATEGIES, LLC 539,400$21,743,0002.21%
Praetorian Wealth Management, Inc. 124,203$5,007,0002.21%
Marotta Asset Management 152,151$5,891,347,0001.79%
Shilanski & Associates, Inc. 58,496$2,358,0001.60%
STEEL GROVE CAPITAL ADVISORS, LLC 93,161$3,755,0001.53%
WP Advisors, LLC 42,439$1,711,0001.03%
View complete list of VANGUARD WORLD FDS shareholders