Patriot Financial Group Insurance Agency, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 424 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$6,000
-62.5%
57
-71.5%
0.00%
-66.7%
Q4 2021$16,000
+6.7%
2000.0%0.00%0.0%
Q3 2021$15,0000.0%2000.0%0.00%0.0%
Q2 2021$15,000
-40.0%
200
-45.1%
0.00%
-50.0%
Q1 2021$25,000
+150.0%
364
+82.0%
0.01%
+100.0%
Q4 2020$10,000
+900.0%
200
+4900.0%
0.00%
Q2 2019$1,00040.0%0.00%
Q1 2019$040.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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