HB Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 508 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$840,802
+13.3%
6,634
+0.9%
0.01%
+16.7%
Q2 2023$742,107
-1.3%
6,574
-0.1%
0.01%
-7.7%
Q1 2023$751,830
-28.1%
6,582
-23.7%
0.01%
-31.6%
Q4 2022$1,045,706
+34.4%
8,622
+12.6%
0.02%
+11.8%
Q3 2022$778,000
+2.6%
7,654
+0.5%
0.02%
+6.2%
Q2 2022$758,000
-8.0%
7,617
-1.1%
0.02%
+6.7%
Q1 2022$824,000
+43.3%
7,702
+4.0%
0.02%
+25.0%
Q4 2021$575,0007,4050.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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