BALDWIN BROTHERS LLC/MA - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 285 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
BALDWIN BROTHERS LLC/MA ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2019$217,000
+4.3%
2,6600.0%0.03%
-3.2%
Q3 2019$208,000
-8.0%
2,6600.0%0.03%
-6.1%
Q2 2019$226,000
-5.0%
2,6600.0%0.03%
-5.7%
Q1 2019$238,000
+16.1%
2,6600.0%0.04%
+2.9%
Q4 2018$205,000
-26.8%
2,6600.0%0.03%
-12.8%
Q3 2018$280,0000.0%2,6600.0%0.04%
-11.4%
Q2 2018$280,000
+13.8%
2,6600.0%0.04%
+10.0%
Q1 2018$246,000
-6.5%
2,6600.0%0.04%
-2.4%
Q4 2017$263,000
+5.6%
2,6600.0%0.04%
+2.5%
Q3 2017$249,000
+6.0%
2,6600.0%0.04%
+5.3%
Q2 2017$235,000
-8.6%
2,6600.0%0.04%
-9.5%
Q1 2017$257,000
-7.6%
2,6600.0%0.04%
-16.0%
Q4 2016$278,000
+6.9%
2,6600.0%0.05%
+6.4%
Q3 2016$260,000
+2.8%
2,6600.0%0.05%
-9.6%
Q2 2016$253,000
+11.0%
2,6600.0%0.05%
+26.8%
Q1 2016$228,000
-18.0%
2,660
-20.6%
0.04%
-8.9%
Q4 2015$278,000
-2.1%
3,3500.0%0.04%
-6.2%
Q3 2015$284,000
-20.7%
3,3500.0%0.05%
-9.4%
Q2 2015$358,000
-2.2%
3,3500.0%0.05%
-1.9%
Q1 2015$366,000
-2.1%
3,3500.0%0.05%0.0%
Q4 2014$374,000
-14.8%
3,3500.0%0.05%
-12.9%
Q3 2014$439,000
-8.9%
3,3500.0%0.06%
-13.9%
Q2 2014$482,000
+12.1%
3,3500.0%0.07%
+4.3%
Q1 2014$430,000
+1.4%
3,3500.0%0.07%
+1.5%
Q4 2013$424,000
+6.0%
3,3500.0%0.07%
-6.8%
Q3 2013$400,000
+6.1%
3,3500.0%0.07%
-2.7%
Q2 2013$377,0003,3500.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,962$1,069,0008.16%
Allied Investment Advisors, LLC 102,389$9,152,0006.35%
Beacon Capital Management, Inc. 1,408,080$125,854,0005.73%
WELCH CAPITAL PARTNERS LLC/NY 103,650$9,264,0003.15%
Regis Management CO LLC 420,959$37,625,0002.96%
WP Advisors, LLC 29,658$26,509,0002.89%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 49,491$4,424,0002.77%
Summit Financial, LLC 148,591$13,281,028,0002.28%
STARR INTERNATIONAL CO INC 56,000$5,005,0002.00%
Private Harbour Investment Management & Counsel, LLC 18,704$1,672,0001.74%
View complete list of VANGUARD WORLD FDS shareholders