GUARDIAN WEALTH ADVISORS, LLC / NC - 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
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$189,810
+2.6%
1,487
-8.7%
0.03%0.0%
Q2 2023$184,965
+40.6%
1,629
+41.4%
0.03%
+39.1%
Q1 2023$131,593
-12.3%
1,152
-6.9%
0.02%
-20.7%
Q4 2022$150,023
-34.2%
1,237
-45.9%
0.03%
-31.0%
Q2 2022$228,000
+18.1%
2,288
+27.1%
0.04%
-49.4%
Q1 2022$193,000
+34.0%
1,800
-3.1%
0.08%
+33.9%
Q4 2021$144,0001,8580.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,776$515,0005.24%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 208,144$8,390,0004.39%
Beacon Capital Management, Inc. 2,093,145$84,375,0004.04%
Keudell/Morrison Wealth Management 88,095$3,551,0002.28%
AJ WEALTH STRATEGIES, LLC 539,400$21,743,0002.21%
Praetorian Wealth Management, Inc. 124,203$5,007,0002.21%
Marotta Asset Management 152,151$5,891,347,0001.79%
Shilanski & Associates, Inc. 58,496$2,358,0001.60%
STEEL GROVE CAPITAL ADVISORS, LLC 93,161$3,755,0001.53%
WP Advisors, LLC 42,439$1,711,0001.03%
View complete list of VANGUARD WORLD FDS shareholders