AE Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 209 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$859,431
+139.6%
8,170
+142.1%
0.01%
+150.0%
Q2 2023$358,763
-93.2%
3,375
-93.8%
0.00%
-94.1%
Q1 2023$5,270,892
+259.5%
54,525
+205.9%
0.03%
+209.1%
Q4 2022$1,466,292
-9.7%
17,827
-9.5%
0.01%
-15.4%
Q3 2022$1,623,000
-43.3%
19,700
-35.3%
0.01%
-43.5%
Q2 2022$2,863,000
-15.4%
30,452
+8.0%
0.02%0.0%
Q1 2022$3,385,000
+39.3%
28,199
+57.3%
0.02%
+35.3%
Q4 2021$2,430,000
+0.2%
17,923
+4.1%
0.02%
-15.0%
Q3 2021$2,425,000
+49.8%
17,224
+53.0%
0.02%
+42.9%
Q2 2021$1,619,000
+13.9%
11,255
+2.9%
0.01%0.0%
Q1 2021$1,421,000
+24.1%
10,933
+14.8%
0.01%
+7.7%
Q4 2020$1,145,000
+18.8%
9,524
+0.7%
0.01%
-7.1%
Q3 2020$964,000
+98.4%
9,462
+81.2%
0.01%
+75.0%
Q2 2020$486,000
-78.6%
5,222
-82.5%
0.01%
-84.6%
Q1 2020$2,272,000
+11.3%
29,821
+37.2%
0.05%
+18.2%
Q4 2019$2,041,000
+414.1%
21,730
+374.6%
0.04%
+300.0%
Q3 2019$397,000
+60.7%
4,579
+61.1%
0.01%
-21.4%
Q3 2018$247,000
-23.5%
2,842
-25.2%
0.01%
-36.4%
Q2 2018$323,000
-16.3%
3,799
-17.6%
0.02%
-26.7%
Q1 2018$386,000
-29.3%
4,609
-23.1%
0.03%
-37.5%
Q4 2017$546,000
-18.6%
5,992
-17.6%
0.05%
-22.6%
Q3 2017$671,000
-19.7%
7,272
-20.2%
0.06%
-38.0%
Q2 2017$836,000
+33.5%
9,108
+38.0%
0.10%
-13.8%
Q1 2017$626,000
+12.8%
6,600
+19.1%
0.12%
-48.4%
Q4 2016$555,0005,5400.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
XPONANCE, INC. 121,583$11,961,0004.40%
Berkeley Capital Partners, LLC 63,355$6,234,0004.38%
US FINANCIAL ADVISORS, LLC 20,534$1,904,0003.82%
Giralda Advisors, LLC 58,600$5,766,0003.13%
Advisors Preferred, LLC 51,213$5,039,0002.93%
Keel Point, LLC 63,860$6,284,0002.71%
RiverFront Investment Group, LLC 964,368$94,893,0002.52%
Karp Capital Management Corp 33,765$3,322,0002.21%
Clal Insurance Enterprises Holdings Ltd 828,763$81,550,0002.07%
FundX Investment Group, LLC 72,019$7,087,0001.77%
View complete list of VANGUARD WORLD FDS shareholders