Legacy Financial Group LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Legacy Financial Group LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$424,115,000
+34806.6%
3,346
-72.6%
0.10%
-73.9%
Q2 2022$1,215,000
-19.1%
12,215
-12.9%
0.38%
-13.0%
Q1 2022$1,501,000
+50.6%
14,026
+3.9%
0.44%
+47.7%
Q3 2021$997,000
-62.0%
13,498
-61.0%
0.30%
-62.4%
Q2 2021$2,626,000
+214.5%
34,603
+181.9%
0.79%
+173.4%
Q1 2021$835,000
+37.1%
12,274
+4.5%
0.29%
+23.9%
Q4 2020$609,00011,7500.23%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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