Foundations Investment Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,267,510
+7.6%
33,671
-4.1%
0.13%0.0%
Q2 2023$3,965,589
+4.8%
35,128
+6.1%
0.13%
-3.0%
Q1 2023$3,783,390
+1624.3%
33,121
+1730.9%
0.14%
+1400.0%
Q4 2022$219,420
-40.7%
1,809
-53.7%
0.01%
-40.0%
Q2 2022$370,000
-15.7%
3,909
-0.3%
0.02%
-11.8%
Q1 2022$439,000
-88.1%
3,919
-90.6%
0.02%
-87.8%
Q4 2021$3,700,000
+1070.9%
41,779
+931.1%
0.14%
+892.9%
Q3 2021$316,000
+7.5%
4,052
+2.6%
0.01%0.0%
Q2 2021$294,000
+14.0%
3,950
+4.4%
0.01%
-6.7%
Q1 2021$258,000
+25.2%
3,783
+4.8%
0.02%
+7.1%
Q4 2020$206,0003,6100.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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