AE Wealth Management LLC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 140 filers reported holding VANGUARD WORLD FD in Q3 2023. The put-call ratio across all filers is 1.57 and the average weighting 0.4%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$27,520,624
-9.3%
392,983
+12.8%
0.16%
-9.9%
Q2 2023$30,341,377
+156.0%
348,471
+166.2%
0.18%
+139.5%
Q1 2023$11,854,332
+12.9%
130,929
+3.2%
0.08%0.0%
Q4 2022$10,503,595
-39.8%
126,809
-36.9%
0.08%
-44.9%
Q3 2022$17,438,000
+14.6%
201,105
+32.4%
0.14%
+13.1%
Q2 2022$15,215,000
-12.5%
151,948
+6.4%
0.12%
+2.5%
Q1 2022$17,383,000
+5.9%
142,812
+21.9%
0.12%
+4.4%
Q4 2021$16,408,000
+69.1%
117,197
+63.7%
0.11%
+42.5%
Q3 2021$9,705,000
+64.7%
71,605
+64.5%
0.08%
+56.9%
Q2 2021$5,891,000
+101.2%
43,524
+86.6%
0.05%
+70.0%
Q1 2021$2,928,000
+171.9%
23,328
+229.7%
0.03%
+150.0%
Q4 2020$1,077,000
-38.9%
7,075
-33.5%
0.01%
-52.0%
Q3 2020$1,762,000
+153.2%
10,644
+156.3%
0.02%
+56.2%
Q1 2020$696,000
+86.1%
4,153
+44.3%
0.02%
+100.0%
Q4 2019$374,000
-38.9%
2,878
-33.5%
0.01%
-55.6%
Q3 2019$612,0004,3290.02%
Other shareholders
VANGUARD WORLD FD shareholders Q3 2023
NameSharesValueWeighting ↓
Bridge Advisory, LLC 89,883$8,972,0004.32%
Forefront Analytics, LLC 75,753$7,590,0003.68%
Danda Trouve Investment Management, Inc. 21,421$2,145,0003.30%
Briaud Financial Planning, Inc 50,277$5,034,0003.30%
Fermata Advisors, LLC 87,992$8,811,0003.07%
Ballew Advisors, Inc 22,553$2,263,0002.06%
ALTFEST L J & CO INC 88,872$8,899,0001.60%
Clear Creek Financial Management, LLC 47,691$4,775,0001.00%
TrueWealth Advisors, LLC 14,429$1,445,0000.67%
BCWM, LLC 15,693$1,571,0000.54%
View complete list of VANGUARD WORLD FD shareholders