AE Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 446 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders