AE Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$14,728,074
+818.8%
116,207
+718.4%
0.09%
+780.0%
Q2 2023$1,603,029
-49.6%
14,200
-49.0%
0.01%
-50.0%
Q1 2023$3,177,709
-10.7%
27,819
-5.2%
0.02%
-23.1%
Q4 2022$3,557,585
+14.9%
29,334
-3.7%
0.03%
+4.0%
Q3 2022$3,095,000
+26.3%
30,469
+23.7%
0.02%
+25.0%
Q2 2022$2,451,000
-15.8%
24,641
-9.4%
0.02%0.0%
Q1 2022$2,912,000
+49.9%
27,205
+8.7%
0.02%
+42.9%
Q4 2021$1,943,000
+5.8%
25,038
+0.7%
0.01%
-6.7%
Q3 2021$1,837,000
-31.3%
24,860
-29.4%
0.02%
-34.8%
Q2 2021$2,673,000
-12.6%
35,228
-21.7%
0.02%
-25.8%
Q1 2021$3,058,000
+21.1%
44,972
-7.6%
0.03%
+6.9%
Q4 2020$2,525,000
+20.8%
48,680
-6.1%
0.03%
-3.3%
Q3 2020$2,091,000
-12.7%
51,862
+8.9%
0.03%
-18.9%
Q2 2020$2,395,000
+38.6%
47,614
+5.3%
0.04%
-7.5%
Q1 2020$1,728,000
+497.9%
45,215
+1176.2%
0.04%
+566.7%
Q4 2019$289,000
-1.7%
3,543
-6.0%
0.01%
-25.0%
Q3 2019$294,000
-18.3%
3,769
-10.9%
0.01%
-27.3%
Q2 2019$360,000
-8.9%
4,231
-4.2%
0.01%
-59.3%
Q1 2019$395,000
+19.3%
4,416
+2.9%
0.03%
-52.6%
Q4 2018$331,000
-49.8%
4,290
-31.7%
0.06%
+58.3%
Q3 2018$660,000
-18.6%
6,283
-18.5%
0.04%
-34.5%
Q2 2018$811,000
+41.3%
7,713
+24.2%
0.06%
+25.0%
Q1 2018$574,000
-27.7%
6,212
-22.6%
0.04%
-37.1%
Q4 2017$794,000
+14.9%
8,023
+8.6%
0.07%
+9.4%
Q3 2017$691,000
-11.9%
7,386
-16.7%
0.06%
-31.9%
Q2 2017$784,000
+19.3%
8,864
+30.4%
0.09%
-23.0%
Q1 2017$657,000
+5.5%
6,797
+14.2%
0.12%
-51.6%
Q4 2016$623,0005,9510.25%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders