Capital Directions Investment Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 541 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$6,064
+21.3%
500.00%0.0%
Q3 2022$5,0000.0%0
-100.0%
0.00%0.0%
Q2 2022$5,0000.0%500.0%0.00%0.0%
Q1 2022$5,000
+25.0%
500.0%0.00%
+100.0%
Q3 2021$4,0000.0%500.0%0.00%0.0%
Q2 2021$4,000
+33.3%
500.0%0.00%0.0%
Q4 2020$3,000
+50.0%
500.0%0.00%0.0%
Q3 2020$2,000
-33.3%
500.0%0.00%0.0%
Q2 2020$3,000
+50.0%
500.0%0.00%0.0%
Q1 2020$2,000
-50.0%
500.0%0.00%0.0%
Q4 2019$4,0000.0%500.0%0.00%0.0%
Q3 2019$4,0000.0%500.0%0.00%0.0%
Q2 2019$4,0000.0%500.0%0.00%0.0%
Q1 2019$4,0000.0%500.0%0.00%0.0%
Q4 2018$4,000
-20.0%
500.0%0.00%
-50.0%
Q3 2018$5,000
-78.3%
50
-80.0%
0.00%
-71.4%
Q1 2018$23,000
-8.0%
2500.0%0.01%
-12.5%
Q4 2017$25,000
+8.7%
2500.0%0.01%
+14.3%
Q3 2017$23,000
+4.5%
2500.0%0.01%
-12.5%
Q2 2017$22,000
-8.3%
2500.0%0.01%0.0%
Q1 2017$24,000
-7.7%
2500.0%0.01%
-11.1%
Q4 2016$26,000
+8.3%
2500.0%0.01%0.0%
Q3 2016$24,0000.0%2500.0%0.01%0.0%
Q2 2016$24,000
+14.3%
2500.0%0.01%
+28.6%
Q4 2015$21,000
+425.0%
250
+400.0%
0.01%
+600.0%
Q3 2015$4,000
-20.0%
500.0%0.00%
-50.0%
Q2 2015$5,000
-82.8%
50
-80.0%
0.00%
-80.0%
Q1 2015$29,000
+3.6%
2500.0%0.01%
+11.1%
Q4 2014$28,000
-9.7%
2500.0%0.01%
-18.2%
Q3 2014$31,000
+342.9%
250
+400.0%
0.01%
+266.7%
Q2 2014$7,000
+16.7%
500.0%0.00%
+50.0%
Q1 2014$6,0000.0%500.0%0.00%0.0%
Q4 2013$6,0000.0%500.0%0.00%
-33.3%
Q3 2013$6,0000.0%500.0%0.00%0.0%
Q2 2013$6,000500.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders