AE Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 332 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,799,119
+88.2%
14,106
+109.8%
0.01%
+83.3%
Q2 2023$955,972
-71.9%
6,724
-70.8%
0.01%
-72.7%
Q1 2023$3,396,162
-2.9%
23,022
+0.9%
0.02%
-12.0%
Q4 2022$3,498,709
+21.7%
22,814
+12.9%
0.02%
+8.7%
Q3 2022$2,874,000
-7.9%
20,199
-1.4%
0.02%
-8.0%
Q2 2022$3,120,000
-7.7%
20,480
-1.9%
0.02%
+8.7%
Q1 2022$3,379,000
-3.3%
20,883
-6.5%
0.02%
-4.2%
Q4 2021$3,493,000
+29.2%
22,335
+15.0%
0.02%
+9.1%
Q3 2021$2,703,000
-52.3%
19,424
-52.5%
0.02%
-56.0%
Q2 2021$5,672,000
+91.9%
40,877
+94.4%
0.05%
+66.7%
Q1 2021$2,955,000
-26.1%
21,031
-27.9%
0.03%
-33.3%
Q4 2020$4,001,000
-0.7%
29,154
-6.5%
0.04%
-21.1%
Q3 2020$4,028,000
-22.0%
31,197
-25.3%
0.06%
-28.8%
Q2 2020$5,163,000
-72.2%
41,749
-72.6%
0.08%
-81.3%
Q1 2020$18,592,000
+404.1%
152,481
+490.8%
0.43%
+433.8%
Q4 2019$3,688,000
+132.1%
25,811
+133.4%
0.08%
+73.9%
Q3 2019$1,589,000
+41.9%
11,060
+31.2%
0.05%
+35.3%
Q2 2019$1,120,000
+70.0%
8,428
+65.6%
0.03%
-26.1%
Q1 2019$659,000
+218.4%
5,088
+190.1%
0.05%
+31.4%
Q4 2018$207,000
-39.5%
1,754
-39.5%
0.04%
+84.2%
Q3 2018$342,000
-12.3%
2,897
-13.8%
0.02%
-29.6%
Q2 2018$390,000
-6.2%
3,361
-9.7%
0.03%
-15.6%
Q1 2018$416,000
-22.5%
3,724
-19.1%
0.03%
-31.9%
Q4 2017$537,000
+15.0%
4,603
+15.2%
0.05%
+9.3%
Q3 2017$467,000
+5.2%
3,995
+2.8%
0.04%
-18.9%
Q2 2017$444,000
+59.7%
3,886
+57.2%
0.05%
+1.9%
Q1 2017$278,000
+16.3%
2,472
+10.6%
0.05%
-46.4%
Q4 2016$239,0002,2360.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders