Joseph P. Lucia & Associates, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$24,000
-7.7%
2450.0%0.02%
+6.2%
Q1 2022$26,000
+8.3%
245
-23.4%
0.02%
+14.3%
Q3 2021$24,0000.0%3200.0%0.01%0.0%
Q2 2021$24,000
+9.1%
3200.0%0.01%
+40.0%
Q1 2021$22,000
+29.4%
3200.0%0.01%
-16.7%
Q4 2020$17,000
+6.2%
3200.0%0.01%
-14.3%
Q2 2020$16,000
+220.0%
320
+166.7%
0.01%
+133.3%
Q1 2020$5,000
-50.0%
1200.0%0.01%
-33.3%
Q4 2019$10,000
+11.1%
1200.0%0.01%0.0%
Q3 2019$9,000
-10.0%
1200.0%0.01%
-10.0%
Q2 2019$10,000
-91.7%
120
-98.9%
0.01%
+11.1%
Q1 2019$120,00011,0220.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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