Newbridge Financial Services Group, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 586 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
Newbridge Financial Services Group, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$26,742
+640.4%
211
+559.4%
0.01%
+550.0%
Q2 2023$3,612
-45.5%
32
-44.8%
0.00%
-50.0%
Q1 2023$6,625
+70.7%
58
+81.2%
0.00%
+100.0%
Q4 2022$3,881
-83.1%
32
-86.2%
0.00%
-85.7%
Q2 2022$23,000
-81.7%
232
-80.3%
0.01%
-77.4%
Q1 2022$126,000
+38.5%
1,178
+0.3%
0.06%
+44.2%
Q4 2021$91,000
-2.2%
1,174
-6.8%
0.04%
-25.9%
Q3 2021$93,000
-3.1%
1,2600.0%0.06%
-1.7%
Q2 2021$96,000
+12.9%
1,260
+0.3%
0.06%
-6.3%
Q1 2021$85,000
+1600.0%
1,256
+1156.0%
0.06%
+1475.0%
Q4 2020$5,000
+25.0%
1000.0%0.00%0.0%
Q3 2020$4,0001000.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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