LUCAS CAPITAL MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
LUCAS CAPITAL MANAGEMENT ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2020$1,559,000
+7.9%
12,970
-8.5%
1.82%
-6.0%
Q3 2020$1,445,000
+52.4%
14,180
+40.5%
1.94%
+72.2%
Q4 2019$948,000
+5.8%
10,095
-2.3%
1.12%
+5.9%
Q2 2019$896,000
-1.2%
10,335
-4.8%
1.06%
-0.9%
Q1 2019$907,000
+16.9%
10,855
+3.6%
1.07%
+4.8%
Q4 2018$776,000
+4.9%
10,480
+20.3%
1.02%
+46.2%
Q2 2018$740,000
+10.0%
8,712
+8.9%
0.70%
+7.4%
Q1 2018$673,000
-7.0%
8,002
+0.7%
0.65%
+3.7%
Q4 2017$724,000
+1.1%
7,945
+2.3%
0.63%
-2.2%
Q3 2017$716,000
+3.2%
7,765
+2.8%
0.64%
+27.6%
Q2 2017$694,0007,5550.50%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders