RESOURCES MANAGEMENT CORP /CT/ /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 304 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$60.0%500.0%0.00%0.0%
Q2 2023$6
-98.6%
50
-98.3%
0.00%
-98.5%
Q1 2023$424
+2131.6%
2,891
+1789.5%
0.07%
+2166.7%
Q4 2022$19
-99.9%
1530.0%0.00%0.0%
Q3 2022$15,0000.0%1530.0%0.00%
+50.0%
Q2 2022$15,000
-6.2%
1530.0%0.00%0.0%
Q1 2022$16,000
+33.3%
1530.0%0.00%0.0%
Q4 2021$12,000
+9.1%
1530.0%0.00%0.0%
Q3 2021$11,000
-8.3%
1530.0%0.00%0.0%
Q2 2021$12,000
+71.4%
153
+48.5%
0.00%
+100.0%
Q1 2021$7,000
+40.0%
1030.0%0.00%0.0%
Q4 2020$5,000
+25.0%
1030.0%0.00%0.0%
Q3 2020$4,000
-20.0%
103
+2.0%
0.00%0.0%
Q2 2020$5,0001010.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
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