AJ WEALTH STRATEGIES, LLC - 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
AJ WEALTH STRATEGIES, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$10,212,317
+165.9%
90,463
+169.0%
0.49%
+146.5%
Q1 2023$3,841,009
+96821.8%
33,625
+2.9%
0.20%
-3.8%
Q4 2022$3,963
-99.8%
32,678
+40.2%
0.21%
+50.7%
Q3 2022$2,367,000
+2.1%
23,3040.0%0.14%
+13.1%
Q2 2022$2,318,000
-7.1%
23,3040.0%0.12%
-0.8%
Q1 2022$2,494,000
+43.0%
23,304
+3.7%
0.12%
+48.2%
Q4 2021$1,744,000
+35.1%
22,467
+28.6%
0.08%
+18.6%
Q3 2021$1,291,000
-2.6%
17,4690.0%0.07%
-11.4%
Q2 2021$1,326,000
+21.2%
17,469
+8.6%
0.08%
+1.3%
Q1 2021$1,094,000
-96.1%
16,089
-97.0%
0.08%
-96.8%
Q4 2020$28,107,000
+29.3%
541,976
+0.5%
2.44%
+10.4%
Q3 2020$21,743,000
-16.3%
539,400
+4.4%
2.21%
-23.2%
Q2 2020$25,985,000
-0.7%
516,595
-24.6%
2.88%
-18.7%
Q1 2020$26,171,000684,7533.55%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders