LEVEL FOUR ADVISORY SERVICES, LLC - VANGUARD WORLD FDS ownership

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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%.

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Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$542,818
+0.3%
4,283
-10.7%
0.04%
+6.1%
Q2 2023$541,293
+5.6%
4,795
+6.9%
0.03%
-2.9%
Q1 2023$512,421
+53.4%
4,486
+62.9%
0.03%
+36.0%
Q4 2022$334,040
+5.4%
2,754
-11.7%
0.02%
-19.4%
Q3 2022$317,000
+7.8%
3,119
+5.4%
0.03%
+10.7%
Q2 2022$294,000
-27.2%
2,959
-21.7%
0.03%
-12.5%
Q1 2022$404,000
+28.7%
3,778
-6.6%
0.03%
+33.3%
Q4 2021$314,000
+37.7%
4,045
+50.8%
0.02%
+4.3%
Q2 2019$228,000
-17.1%
2,682
-12.8%
0.02%
-23.3%
Q1 2019$275,000
+24.4%
3,077
+7.4%
0.03%
+7.1%
Q4 2018$221,000
-24.8%
2,866
+2.5%
0.03%
-12.5%
Q3 2018$294,000
-2.6%
2,797
-2.7%
0.03%
+45.5%
Q2 2018$302,000
+13.5%
2,8750.0%0.02%
+4.8%
Q1 2018$266,000
-10.1%
2,875
-3.8%
0.02%
-8.7%
Q4 2017$296,000
+1.0%
2,990
-4.5%
0.02%
-11.5%
Q3 2017$293,000
-7.6%
3,131
+3.5%
0.03%
-35.0%
Q4 2016$317,000–3,025–0.04%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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