Rosenberg Matthew Hamilton - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 532 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Rosenberg Matthew Hamilton ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$190,110
+12.3%
1,5000.0%0.06%
+10.5%
Q2 2023$169,335
-1.2%
1,5000.0%0.06%
+3.6%
Q1 2023$171,345
-5.8%
1,5000.0%0.06%
-11.3%
Q4 2022$181,920
+19.7%
1,5000.0%0.06%
+5.1%
Q3 2022$152,000
+0.7%
1,5000.0%0.06%
+3.5%
Q2 2022$151,000
-6.2%
1,5000.0%0.06%
+1.8%
Q1 2022$161,000
+38.8%
1,5000.0%0.06%
+36.6%
Q4 2021$116,0001,5000.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 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