AE Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 215 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$1,294,414
-7.2%
7,503
-2.1%
0.01%0.0%
Q2 2023$1,394,368
-77.3%
7,663
-77.8%
0.01%
-79.5%
Q1 2023$6,129,341
+145.3%
34,469
+134.8%
0.04%
+116.7%
Q4 2022$2,499,078
-7.0%
14,683
-18.9%
0.02%
-14.3%
Q3 2022$2,686,000
-85.7%
18,096
-84.5%
0.02%
-86.0%
Q2 2022$18,757,000
-5.6%
117,076
+14.3%
0.15%
+10.3%
Q1 2022$19,877,000
-7.7%
102,433
-6.4%
0.14%
-9.3%
Q4 2021$21,538,000
+16.1%
109,396
+2.1%
0.15%
-2.0%
Q3 2021$18,558,000
+197.5%
107,129
+210.5%
0.15%
+183.3%
Q2 2021$6,238,000
+114.4%
34,503
+86.1%
0.05%
+63.6%
Q4 2020$2,910,000
-13.3%
18,538
-33.3%
0.03%
-36.5%
Q2 2020$3,355,000
+1528.6%
27,806
+1673.3%
0.05%
+372.7%
Q3 2018$206,000
-10.4%
1,568
-10.3%
0.01%
-31.2%
Q2 2018$230,000
-10.9%
1,749
-12.5%
0.02%
-20.0%
Q1 2018$258,000
-17.0%
1,998
-12.2%
0.02%
-25.9%
Q4 2017$311,000
+30.1%
2,276
+22.6%
0.03%
+22.7%
Q3 2017$239,000
+12.2%
1,857
+6.1%
0.02%
-12.0%
Q2 2017$213,0001,7500.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 55,988$10,864,00010.44%
Beacon Capital Management, Inc. 1,264,993$245,472,0007.84%
M Financial Asset Management, Inc. 8,223$1,596,0006.61%
CAPITAL WEALTH MANAGEMENT, LLC 38,860$7,541,0005.08%
Beacon Capital Management, LLC 91,285$17,712,0004.21%
Tranquilli Financial Advisor LLC 27,281$5,294,0003.77%
Strengthening Families & Communities, LLC 29,965$5,815,0003.59%
Pariax, LLC 17,185$3,335,0003.14%
Quaker Wealth Management, LLC 31,751$6,161,0002.67%
Enterprise Trust & Investment Co 36,255$7,035,0002.52%
View complete list of VANGUARD WORLD FDS shareholders