Realta Investment Advisors - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 284 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$758,6390.0%6,7200.0%0.17%
+4.8%
Q2 2023$758,639
-1.2%
6,7200.0%0.17%
-11.2%
Q1 2023$767,644
-11.6%
6,720
-6.1%
0.19%
-11.8%
Q4 2022$868,425
+21.1%
7,160
+1.4%
0.21%
+12.8%
Q3 2022$717,000
+0.1%
7,058
-0.7%
0.19%
+6.8%
Q2 2022$716,000
-10.4%
7,108
-4.7%
0.18%
+10.7%
Q1 2022$799,000
+40.9%
7,460
-2.8%
0.16%
+18.7%
Q3 2021$567,000
+1.8%
7,671
+4.4%
0.13%
+1.5%
Q2 2021$557,000
+4541.7%
7,345
+4519.5%
0.13%
+4300.0%
Q4 2019$12,000
-70.0%
159
-68.8%
0.00%
-72.7%
Q3 2019$40,000
-11.1%
5100.0%0.01%
-8.3%
Q2 2019$45,0000.0%510
+0.2%
0.01%
-40.0%
Q1 2019$45,0005090.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
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