Axiom Financial Strategies, 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
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 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