Axiom Financial Strategies, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 304 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
Axiom Financial Strategies, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,504,497
-25.8%
19,761
-33.9%
1.68%
-13.2%
Q2 2023$3,376,732
-3.4%
29,912
-2.3%
1.94%
-0.4%
Q1 2023$3,495,662
-4.3%
30,602
+1.7%
1.94%
-15.2%
Q4 2022$3,651,107
+17.9%
30,105
-1.3%
2.29%
+39.2%
Q3 2022$3,098,000
+61.9%
30,497
+58.5%
1.65%
+63.6%
Q2 2022$1,914,000
+11.4%
19,244
+18.2%
1.01%
+16.3%
Q1 2022$1,718,000
+24.7%
16,276
-8.3%
0.87%
+38.3%
Q4 2021$1,378,000
-46.3%
17,755
-48.8%
0.63%
-48.2%
Q3 2021$2,565,000
+147.6%
34,702
+154.2%
1.21%
+152.9%
Q2 2021$1,036,000
+252.4%
13,653
+77.6%
0.48%
+100.8%
Q1 2020$294,0007,6870.24%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders