Prestige Wealth Management Group LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 318 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
Prestige Wealth Management Group LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$8,0000.0%760.0%0.00%0.0%
Q1 2022$8,000
+33.3%
760.0%0.00%
+100.0%
Q4 2021$6,0000.0%760.0%0.00%
-50.0%
Q3 2021$6,0000.0%760.0%0.00%0.0%
Q2 2021$6,000
+20.0%
760.0%0.00%
+100.0%
Q1 2021$5,000
+25.0%
760.0%0.00%0.0%
Q4 2020$4,000
+33.3%
760.0%0.00%0.0%
Q3 2020$3,000
-25.0%
760.0%0.00%0.0%
Q2 2020$4,000
+33.3%
760.0%0.00%0.0%
Q1 2020$3,000
-50.0%
760.0%0.00%
-66.7%
Q4 2019$6,0000.0%760.0%0.00%
-25.0%
Q3 2019$6,0000.0%760.0%0.00%0.0%
Q2 2019$6,000
-14.3%
760.0%0.00%0.0%
Q1 2019$7,000
+16.7%
760.0%0.00%0.0%
Q4 2018$6,000760.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 208,791$26,811,00025.00%
Beacon Capital Management, Inc. 227,050$29,155,0006.96%
Summit Equities Inc 104,497$13,418,0005.92%
Creative Planning 1,584,650$203,485,0003.06%
Regis Management CO LLC 76,888$9,873,0003.06%
Baker Ellis Asset Management LLC 68,659$8,816,0003.05%
CHARTIST INC /CA/ 44,173$5,667,0003.02%
RAND WEALTH, LLC 78,663$10,101,0001.75%
Asset Management Group, Inc. 23,064$2,962,0001.70%
Archford Capital Strategies, LLC 11,929$1,531,808,0001.28%
View complete list of VANGUARD WORLD FDS shareholders