AE Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 347 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.4%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$6,473,868
-58.6%
24,033
-56.5%
0.04%
-58.5%
Q2 2023$15,629,283
+111.5%
55,188
+88.7%
0.09%
+95.8%
Q1 2023$7,388,090
+14.8%
29,254
-0.4%
0.05%
+2.1%
Q4 2022$6,435,193
-18.8%
29,382
-12.9%
0.05%
-25.4%
Q3 2022$7,928,000
+76.4%
33,727
+70.7%
0.06%
+75.0%
Q2 2022$4,494,000
-19.1%
19,757
+8.6%
0.04%
-5.3%
Q1 2022$5,552,000
-62.9%
18,188
-58.6%
0.04%
-63.5%
Q4 2021$14,963,000
+195.2%
43,925
+168.6%
0.10%
+147.6%
Q3 2021$5,069,000
+40.0%
16,353
+41.8%
0.04%
+31.2%
Q2 2021$3,620,000
+44.6%
11,530
+36.1%
0.03%
+28.0%
Q1 2021$2,503,000
+11.9%
8,474
+4.3%
0.02%0.0%
Q4 2020$2,236,000
+13.6%
8,125
-3.2%
0.02%
-10.7%
Q3 2020$1,969,000
+0.3%
8,392
-14.5%
0.03%
-6.7%
Q2 2020$1,964,000
-62.6%
9,819
-72.8%
0.03%
-75.2%
Q1 2020$5,250,000
+177.5%
36,120
+261.6%
0.12%
+195.1%
Q4 2019$1,892,000
+9.5%
9,988
+4.1%
0.04%
-18.0%
Q3 2019$1,728,000
-1.3%
9,594
-1.7%
0.05%
-5.7%
Q2 2019$1,751,000
+14.4%
9,763
+10.0%
0.05%
-50.0%
Q1 2019$1,530,000
+25.8%
8,874
+9.8%
0.11%
-49.0%
Q4 2018$1,216,000
-36.5%
8,079
-23.8%
0.21%
+98.1%
Q3 2018$1,914,000
+9.8%
10,608
+3.3%
0.10%
-11.8%
Q2 2018$1,743,000
+13.3%
10,273
+5.9%
0.12%0.0%
Q1 2018$1,538,000
+6.7%
9,697
+4.9%
0.12%
-6.3%
Q4 2017$1,441,000
+8.7%
9,241
-0.1%
0.13%
+3.3%
Q3 2017$1,326,000
-7.1%
9,248
-8.1%
0.12%
-27.6%
Q2 2017$1,428,000
+33.2%
10,060
+29.9%
0.17%
-14.6%
Q1 2017$1,072,000
+62.9%
7,745
+51.5%
0.20%
-25.5%
Q4 2016$658,0005,1130.27%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 56,918$15,663,00015.18%
Beacon Capital Management, Inc. 690,479$190,006,0008.27%
Polianta Ltd 45,400$12,493,0006.90%
Paragon Wealth Strategies, LLC 63,864$17,574,0006.05%
Adaptive Financial Consulting, LLC 28,398$7,815,0005.93%
Sanctuary Wealth Management, L.L.C. 16,230$4,466,0005.42%
TRUST CO OF OKLAHOMA 48,892$13,454,101,0004.90%
Tatro Capital, LLC 18,166$4,999,0004.66%
Tranquilli Financial Advisor LLC 14,543$4,002,0003.63%
Curran Financial Partners, LLC 15,185$4,179,0003.58%
View complete list of VANGUARD WORLD FDS shareholders