Centered Wealth LLC dba Miller Equity Capital Advisors - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 419 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Centered Wealth LLC dba Miller Equity Capital Advisors ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$600,114
+12.3%
4,7350.0%0.31%
+14.8%
Q2 2023$534,534
-1.2%
4,7350.0%0.27%
-10.3%
Q1 2023$540,879
-5.8%
4,7350.0%0.30%
-19.0%
Q4 2022$574,261
+19.4%
4,7350.0%0.37%
+5.7%
Q3 2022$481,000
+2.1%
4,7350.0%0.35%
-12.2%
Q2 2022$471,000
-7.1%
4,7350.0%0.40%
-6.5%
Q1 2022$507,000
+27.1%
4,735
-8.0%
0.43%
+15.9%
Q4 2021$399,000
-59.7%
5,145
-61.6%
0.37%
-61.9%
Q3 2021$990,000
-3.1%
13,395
-0.6%
0.97%
-7.7%
Q2 2021$1,022,000
+13.3%
13,470
+1.5%
1.06%
-6.6%
Q1 2021$902,000
+32.1%
13,270
+0.8%
1.13%
+23.9%
Q4 2020$683,000
+51.8%
13,170
+17.9%
0.91%
+34.5%
Q3 2020$450,000
-16.2%
11,170
+4.7%
0.68%
-22.3%
Q2 2020$537,000
+34.6%
10,670
+2.1%
0.87%
+16.6%
Q1 2020$399,000
-53.9%
10,450
-1.5%
0.75%
-32.4%
Q4 2019$865,000–10,610–1.11%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
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