Financial Advocates Investment Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$354,618
-13.7%
2,714
-25.5%
0.03%
-10.3%
Q2 2023$411,033
+19.9%
3,641
+21.3%
0.03%
+16.0%
Q1 2023$342,805
-11.4%
3,001
-5.9%
0.02%
-13.8%
Q4 2022$386,883
+79.1%
3,190
+50.3%
0.03%
+61.1%
Q3 2022$216,000
-28.7%
2,123
-34.2%
0.02%
-5.3%
Q4 2021$303,000
+10.6%
3,228
+22.6%
0.02%
-42.4%
Q2 2018$274,000
+12.3%
2,632
-0.3%
0.03%
+3.1%
Q1 2018$244,000
-11.6%
2,640
-5.2%
0.03%
-15.8%
Q4 2017$276,0002,7860.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,776$515,0005.24%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 208,144$8,390,0004.39%
Beacon Capital Management, Inc. 2,093,145$84,375,0004.04%
Keudell/Morrison Wealth Management 88,095$3,551,0002.28%
AJ WEALTH STRATEGIES, LLC 539,400$21,743,0002.21%
Praetorian Wealth Management, Inc. 124,203$5,007,0002.21%
Marotta Asset Management 152,151$5,891,347,0001.79%
Shilanski & Associates, Inc. 58,496$2,358,0001.60%
STEEL GROVE CAPITAL ADVISORS, LLC 93,161$3,755,0001.53%
WP Advisors, LLC 42,439$1,711,0001.03%
View complete list of VANGUARD WORLD FDS shareholders