Journey Advisory Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 13 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Journey Advisory Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$270,337
+15.0%
2,133
+2.4%
0.04%
+14.3%
Q2 2023$235,150
+6.5%
2,083
+7.8%
0.04%0.0%
Q1 2023$220,807
-5.8%
1,9330.0%0.04%
-39.7%
Q4 2022$234,4341,9330.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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