Private Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Private Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,917,222
+12.4%
15,127
+0.1%
0.81%
+16.4%
Q2 2023$1,705,564
-1.5%
15,108
-0.3%
0.70%
-4.3%
Q1 2023$1,731,063
-9.9%
15,154
-4.3%
0.73%
+12.7%
Q4 2022$1,920,709
+19.2%
15,837
-0.2%
0.65%
-13.9%
Q3 2022$1,612,000
-7.6%
15,867
-0.2%
0.75%
+16.3%
Q2 2022$1,745,000
-2.9%
15,899
-5.3%
0.64%
+12.4%
Q1 2022$1,798,000
+33.9%
16,794
-2.9%
0.57%
+100.0%
Q4 2021$1,343,000
+0.1%
17,302
+0.6%
0.29%
-10.6%
Q3 2021$1,341,000
-25.4%
17,199
-27.4%
0.32%
-41.7%
Q2 2021$1,798,000
+12.0%
23,696
+0.3%
0.55%
+1.3%
Q1 2021$1,606,000
+4.0%
23,617
-9.0%
0.54%
+2.1%
Q4 2020$1,544,00025,9390.53%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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