KINGS POINT CAPITAL MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 316 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$56,000
+5.7%
7200.0%0.01%0.0%
Q3 2021$53,000
-3.6%
7200.0%0.01%0.0%
Q2 2021$55,000
+96.4%
720
+152.6%
0.01%
-16.7%
Q4 2017$28,000
+3.7%
2850.0%0.01%0.0%
Q3 2017$27,000
+8.0%
2850.0%0.01%0.0%
Q2 2017$25,000
-35.9%
285
-28.8%
0.01%
-33.3%
Q1 2017$39,000
-7.1%
4000.0%0.01%
-10.0%
Q4 2016$42,000
-50.6%
400
-38.7%
0.01%
-61.5%
Q3 2014$85,000
-9.6%
6520.0%0.03%
-7.1%
Q2 2014$94,000
+11.9%
6520.0%0.03%
+3.7%
Q1 2014$84,000
+2.4%
6520.0%0.03%
-6.9%
Q4 2013$82,000
+5.1%
6520.0%0.03%
-3.3%
Q3 2013$78,000
+6.8%
6520.0%0.03%0.0%
Q2 2013$73,0006520.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2017
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 8,986$945,00012.19%
Beacon Capital Management, Inc. 1,758,658$184,853,0007.56%
Allied Investment Advisors, LLC 86,949$9,139,0006.79%
Berkeley Capital Partners, LLC 57,333$6,026,0003.39%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,779$4,917,0003.21%
WP Advisors, LLC 31,483$3,309,0003.08%
Regis Management CO LLC 172,747$18,157,0002.71%
Tillar-Wenstrup Advisors, LLC 45,894$4,824,0002.62%
Summit Equities Inc 149,002$15,661,641,0002.60%
Karp Capital Management Corp 58,019$6,098,0002.10%
View complete list of VANGUARD WORLD FDS shareholders