AE Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 246 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$506,759
+13.9%
2,599
+20.0%
0.00%0.0%
Q2 2023$445,029
-70.8%
2,165
-72.9%
0.00%
-70.0%
Q1 2023$1,523,779
-6.3%
7,998
-10.2%
0.01%
-16.7%
Q4 2022$1,626,510
+11.1%
8,906
-4.2%
0.01%0.0%
Q3 2022$1,464,000
-6.2%
9,292
-2.7%
0.01%0.0%
Q2 2022$1,560,000
-13.9%
9,550
+2.5%
0.01%0.0%
Q1 2022$1,811,000
+0.8%
9,314
+5.2%
0.01%
-7.7%
Q4 2021$1,796,000
+10.7%
8,851
+2.5%
0.01%0.0%
Q3 2021$1,622,000
-29.9%
8,634
-26.7%
0.01%
-35.0%
Q2 2021$2,313,000
+378.9%
11,775
+361.0%
0.02%
+300.0%
Q1 2021$483,000
+55.3%
2,554
+39.5%
0.01%
+25.0%
Q4 2020$311,000
+19.6%
1,831
+2.1%
0.00%0.0%
Q3 2020$260,000
+2.8%
1,793
-7.9%
0.00%0.0%
Q2 2020$253,000
+2.4%
1,947
-13.1%
0.00%
-33.3%
Q1 2020$247,000
-29.8%
2,240
-2.2%
0.01%
-25.0%
Q4 2019$352,000
+7.6%
2,291
+2.4%
0.01%
-11.1%
Q3 2019$327,000
+21.1%
2,238
+20.8%
0.01%
+12.5%
Q2 2019$270,000
+18.4%
1,852
+13.7%
0.01%
-50.0%
Q1 2019$228,000
-33.7%
1,629
-29.9%
0.02%
-15.8%
Q3 2018$344,000
-11.6%
2,325
-18.8%
0.02%
-26.9%
Q2 2018$389,000
-6.9%
2,864
-4.7%
0.03%
-18.8%
Q1 2018$418,000
-8.7%
3,005
-6.5%
0.03%
-20.0%
Q4 2017$458,000
+23.8%
3,215
+16.6%
0.04%
+17.6%
Q3 2017$370,000
+19.0%
2,758
+14.0%
0.03%
-8.1%
Q2 2017$311,0002,4200.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 116,675$22,690,0006.91%
Beacon Capital Management, Inc. 955,987$185,911,0005.94%
ABSOLUTE CAPITAL MANAGEMENT, LLC 18,004$3,501,0004.17%
Strengthening Families & Communities, LLC 29,144$5,668,0003.50%
Proquility Private Wealth Partners, LLC 44,410$7,606,0003.18%
FIFTH THIRD SECURITIES, INC. 5,016$975,0002.91%
Cadent Capital Advisors, LLC 30,081$5,850,0002.66%
Curran Financial Partners, LLC 31,319$6,091,0002.50%
Axiom Financial Strategies, LLC 27,224$4,855,0002.45%
Tranquilli Financial Advisor LLC 16,579$3,224,0002.29%
View complete list of VANGUARD WORLD FDS shareholders