Apollon Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 480 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
Apollon Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,733,484
+797.6%
21,427
+826.8%
0.08%
+730.0%
Q1 2024$304,534
-11.7%
2,312
-21.4%
0.01%
-16.7%
Q4 2023$344,886
-36.0%
2,941
-30.8%
0.01%
-55.6%
Q3 2023$538,532
+59.1%
4,249
+41.7%
0.03%
+68.8%
Q2 2023$338,588
+64.3%
2,999
+76.5%
0.02%
+6.7%
Q4 2022$206,086
-38.1%
1,699
-45.4%
0.02%
-37.5%
Q1 2022$333,000
+46.1%
3,111
+5.1%
0.02%
+41.2%
Q4 2021$228,0002,9600.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders