WFG Advisors, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 205 filers reported holding VANGUARD WORLD FDS in Q2 2015. The put-call ratio across all filers is 1.51 and the average weighting 0.3%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2017$380,000
+17.6%
4,295
+28.4%
0.09%0.0%
Q1 2017$323,000
-33.5%
3,344
-28.0%
0.09%
-27.7%
Q4 2016$486,000
-30.9%
4,644
-35.5%
0.12%
-32.0%
Q3 2016$703,000
+2.0%
7,201
-0.6%
0.18%
-4.9%
Q2 2016$689,000
+73.6%
7,241
+56.4%
0.18%
+60.0%
Q1 2016$397,000
+33.2%
4,631
+29.3%
0.12%
+29.2%
Q4 2015$298,000
+109.9%
3,582
+114.0%
0.09%
+102.3%
Q3 2015$142,000
+35.2%
1,674
+70.1%
0.04%
+51.7%
Q2 2015$105,000
-12.5%
984
-10.1%
0.03%
-12.1%
Q1 2015$120,000
+328.6%
1,094
+341.1%
0.03%
+450.0%
Q4 2014$28,000
-3.4%
248
+13.2%
0.01%0.0%
Q3 2014$29,000
+383.3%
219
+397.7%
0.01%
+500.0%
Q2 2014$6,0000.0%440.0%0.00%0.0%
Q1 2014$6,0000.0%440.0%0.00%0.0%
Q4 2013$6,000
+20.0%
440.0%0.00%0.0%
Q3 2013$5,0000.0%440.0%0.00%0.0%
Q2 2013$5,000440.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2015
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