Cedar Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cedar Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$99,237
-0.2%
783
-11.1%
0.04%
+2.6%
Q2 2023$99,456
-17.4%
881
-16.4%
0.04%
-22.4%
Q1 2023$120,398
-11.8%
1,054
-6.3%
0.05%
-26.9%
Q4 2022$136,4401,1250.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 208,791$26,811,00025.00%
Beacon Capital Management, Inc. 227,050$29,155,0006.96%
Summit Equities Inc 104,497$13,418,0005.92%
Creative Planning 1,584,650$203,485,0003.06%
Regis Management CO LLC 76,888$9,873,0003.06%
Baker Ellis Asset Management LLC 68,659$8,816,0003.05%
CHARTIST INC /CA/ 44,173$5,667,0003.02%
RAND WEALTH, LLC 78,663$10,101,0001.75%
Asset Management Group, Inc. 23,064$2,962,0001.70%
Archford Capital Strategies, LLC 11,929$1,531,808,0001.28%
View complete list of VANGUARD WORLD FDS shareholders