Plante Moran Financial Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 276 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 0.4%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2023$7,196
-52.1%
63
-49.2%
0.00%
-50.0%
Q4 2022$15,020
+25.2%
124
+2.5%
0.00%0.0%
Q3 2022$12,000
+71.4%
121
-33.9%
0.00%
-33.3%
Q1 2020$7,000
-12.5%
183
+69.4%
0.00%0.0%
Q4 2018$8,000
+700.0%
108
+881.8%
0.00%
+200.0%
Q4 2016$1,000
-75.0%
11
-75.0%
0.00%
-66.7%
Q4 2015$4,000
-99.1%
44
-99.0%
0.00%
-99.1%
Q2 2015$463,000
-2.1%
4,3300.0%0.33%
+0.3%
Q1 2015$473,000
+2682.4%
4,330
+3256.6%
0.33%
+2100.0%
Q3 2014$17,000
-10.5%
1290.0%0.02%
-11.8%
Q2 2014$19,0001290.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
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