Beacon Pointe Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,379,784
+18.3%
10,887
+5.4%
0.02%
-10.5%
Q2 2023$1,166,257
-0.7%
10,331
+0.4%
0.02%
-5.0%
Q1 2023$1,174,849
-4.4%
10,285
+1.5%
0.02%
-16.7%
Q4 2022$1,228,578
+46.3%
10,130
+22.7%
0.02%
+26.3%
Q3 2022$840,000
+11.9%
8,254
+9.6%
0.02%
+18.8%
Q2 2022$751,000
-36.2%
7,531
-31.5%
0.02%0.0%
Q1 2022$1,178,000
+450.5%
11,002
+280.3%
0.02%
+220.0%
Q3 2021$214,0002,8930.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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