Covestor Ltd - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.

Quarter-by-quarter ownership
Covestor Ltd ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$235
+46.9%
1,849
+30.4%
0.18%
+45.1%
Q2 2023$160
+31.1%
1,418
+32.4%
0.12%
+15.1%
Q1 2023$122
-47.9%
1,071
-44.3%
0.11%
+11.6%
Q4 2022$234
-99.8%
1,924
+83.2%
0.10%
+1.1%
Q3 2022$107,000
+10.3%
1,050
+7.8%
0.09%
+22.1%
Q2 2022$97,000
-35.3%
974
-30.3%
0.08%
-23.0%
Q1 2022$150,000
+163.2%
1,397
+91.9%
0.10%
+25.0%
Q4 2021$57,0007280.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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