AE Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 400 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$9,684,886
-4.3%
53,018
+1.9%
0.06%
-4.9%
Q2 2023$10,118,222
-63.9%
52,035
-64.1%
0.06%
-66.1%
Q1 2023$28,043,183
+4.1%
144,911
+3.0%
0.18%
-7.7%
Q4 2022$26,948,558
+13.5%
140,672
+1.8%
0.20%
+3.7%
Q3 2022$23,740,000
-16.2%
138,190
-9.6%
0.19%
-17.2%
Q2 2022$28,322,000
-3.5%
152,811
+2.0%
0.23%
+12.9%
Q1 2022$29,347,000
+386.8%
149,799
+396.6%
0.20%
+378.6%
Q4 2021$6,029,000
+25.6%
30,164
+12.6%
0.04%
+5.0%
Q3 2021$4,802,000
+12.7%
26,795
+14.8%
0.04%
+8.1%
Q2 2021$4,260,000
+49.7%
23,341
+46.2%
0.04%
+27.6%
Q1 2021$2,845,000
-0.2%
15,963
-2.6%
0.03%
-9.4%
Q4 2020$2,851,000
+13.6%
16,391
+6.7%
0.03%
-11.1%
Q3 2020$2,510,000
-38.1%
15,365
-43.3%
0.04%
-42.9%
Q2 2020$4,052,000
-31.6%
27,089
-37.0%
0.06%
-53.7%
Q1 2020$5,925,000
+174.1%
42,994
+220.6%
0.14%
+189.4%
Q4 2019$2,162,000
+6.9%
13,411
+3.8%
0.05%
-19.0%
Q3 2019$2,023,000
+11.6%
12,924
+6.0%
0.06%
+7.4%
Q2 2019$1,813,000
+38.0%
12,187
+34.7%
0.05%
-40.7%
Q1 2019$1,314,000
+24.2%
9,048
+12.2%
0.09%
-49.7%
Q4 2018$1,058,000
-33.0%
8,063
-28.4%
0.18%
+108.0%
Q3 2018$1,578,000
-8.7%
11,259
-12.6%
0.09%
-26.3%
Q2 2018$1,729,000
-9.1%
12,879
-7.8%
0.12%
-19.7%
Q1 2018$1,902,000
-39.3%
13,974
-34.9%
0.15%
-46.9%
Q4 2017$3,133,000
+79.1%
21,454
+70.0%
0.28%
+71.0%
Q3 2017$1,749,000
+0.6%
12,620
+2.4%
0.16%
-21.7%
Q2 2017$1,738,000
+60.6%
12,325
+60.1%
0.21%
+3.0%
Q1 2017$1,082,000
+33.6%
7,696
+27.3%
0.20%
-38.7%
Q4 2016$810,0006,0470.33%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Compass Financial Group, INC/SD 432,274$84,055,71324.99%
BCM ADVISORS, LLC 228,256$44,325,03311.88%
Weitzel Financial Services, Inc. 79,466$15,452,3098.77%
SELDON CAPITAL LP 47,593$9,254,4598.61%
Blackston Financial Advisory Group, LLC 48,091$9,3516.74%
Pariax, LLC 10,974$2,133,8946.70%
Milestone Advisory Partners 34,213$6,652,7186.02%
Blankinship & Foster, LLC 88,735$17,254,4845.58%
Elwood & Goetz Wealth Advisory Group, LLC 115,902$22,537,2155.14%
Marotta Asset Management 104,209$20,263,4404.52%
View complete list of VANGUARD WORLD FDS shareholders