Steward Partners Investment Advisory, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,322,037
+20.6%
10,431
+7.4%
0.02%
+25.0%
Q2 2023$1,096,081
-4.9%
9,709
-3.8%
0.02%
-11.1%
Q1 2023$1,152,841
+21.8%
10,092
+29.3%
0.02%
+12.5%
Q4 2022$946,745
+6.7%
7,806
-10.6%
0.02%
-5.9%
Q3 2022$887,000
+100.7%
8,734
+96.6%
0.02%
+112.5%
Q2 2022$442,000
-55.3%
4,442
-51.9%
0.01%
-46.7%
Q1 2022$989,000
+283.3%
9,236
+177.9%
0.02%
+275.0%
Q4 2021$258,000
+5.7%
3,324
+0.7%
0.00%0.0%
Q3 2021$244,000
-2.4%
3,3000.0%0.00%0.0%
Q2 2021$250,000
-100.0%
3,300
-59.8%
0.00%
-20.0%
Q1 2021$557,600,000
+325981.9%
8,200
+148.5%
0.01%
+25.0%
Q4 2020$171,000
-2.8%
3,300
-24.3%
0.00%0.0%
Q3 2020$176,000
+47.9%
4,357
+84.9%
0.00%
+33.3%
Q2 2020$119,000
-32.8%
2,357
-49.2%
0.00%
-50.0%
Q1 2020$177,000
+742.9%
4,637
+1636.7%
0.01%
+500.0%
Q4 2019$21,000
-47.5%
267
-48.4%
0.00%0.0%
Q3 2019$40,000
-16.7%
517
-9.3%
0.00%
-50.0%
Q2 2019$48,000
-46.1%
570
-32.5%
0.00%
-50.0%
Q3 2018$89,000
-25.8%
845
-26.0%
0.00%
-42.9%
Q2 2018$120,000
-64.3%
1,142
-68.6%
0.01%
-69.6%
Q1 2018$336,0003,6420.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders