IBEX WEALTH ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$883
-99.9%
7,281
+20.7%
0.20%
+25.2%
Q3 2022$613,000
-79.9%
6,030
-80.3%
0.16%
-77.4%
Q2 2022$3,049,000
-7.8%
30,647
-0.8%
0.70%
+10.9%
Q1 2022$3,308,000
+365.3%
30,901
+237.5%
0.63%
+402.4%
Q4 2021$711,000
+4978.6%
9,156
+4903.3%
0.13%
+4100.0%
Q3 2021$14,000
-41.7%
183
-37.5%
0.00%
-57.1%
Q2 2019$24,000
-79.7%
293
-74.3%
0.01%
-87.5%
Q4 2016$118,0001,1380.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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