PDS Planning, Inc - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 548 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$522,464
+12.3%
4,122
+0.1%
0.07%
+15.3%
Q2 2023$465,039
-1.2%
4,1190.0%0.06%
-9.2%
Q1 2023$470,559
-5.7%
4,119
+0.1%
0.06%
-18.8%
Q4 2022$499,249
+19.7%
4,116
+0.2%
0.08%
+5.3%
Q3 2022$417,000
+2.0%
4,1090.0%0.08%
+2.7%
Q2 2022$409,000
-7.0%
4,109
+0.1%
0.07%
-3.9%
Q1 2022$440,000
+37.9%
4,106
+0.0%
0.08%
+26.2%
Q4 2021$319,000
+5.3%
4,104
+0.2%
0.06%
-12.9%
Q3 2021$303,000
-2.6%
4,0960.0%0.07%
-7.9%
Q2 2021$311,000
+11.9%
4,096
+0.1%
0.08%
-6.2%
Q1 2021$278,000
+31.1%
4,0910.0%0.08%
+11.0%
Q4 2020$212,0004,0910.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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