KINGS POINT CAPITAL MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 323 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 0.86 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 Q1 2018
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,776$515,0005.24%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 208,144$8,390,0004.39%
Beacon Capital Management, Inc. 2,093,145$84,375,0004.04%
Keudell/Morrison Wealth Management 88,095$3,551,0002.28%
AJ WEALTH STRATEGIES, LLC 539,400$21,743,0002.21%
Praetorian Wealth Management, Inc. 124,203$5,007,0002.21%
Marotta Asset Management 152,151$5,891,347,0001.79%
Shilanski & Associates, Inc. 58,496$2,358,0001.60%
STEEL GROVE CAPITAL ADVISORS, LLC 93,161$3,755,0001.53%
WP Advisors, LLC 42,439$1,711,0001.03%
View complete list of VANGUARD WORLD FDS shareholders