Whitnell & Co. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 285 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Whitnell & Co. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2019$2,124,000
+66.2%
26,068
+59.1%
0.65%
+52.7%
Q3 2019$1,278,000
-31.8%
16,385
-25.6%
0.43%
-39.1%
Q2 2019$1,873,000
-8.9%
22,030
-4.2%
0.70%
-11.5%
Q1 2019$2,056,000
+25.4%
23,005
+8.2%
0.79%
+8.9%
Q4 2018$1,639,000
-27.4%
21,261
-1.1%
0.73%
-18.4%
Q3 2018$2,259,000
+0.7%
21,495
+0.7%
0.89%
-4.6%
Q2 2018$2,244,000
+8.1%
21,352
-5.0%
0.93%
+7.7%
Q1 2018$2,075,000
-2.6%
22,468
+4.3%
0.87%
-3.0%
Q4 2017$2,131,000
+15.4%
21,537
+9.1%
0.89%
+11.1%
Q3 2017$1,847,000
-14.8%
19,742
-19.5%
0.80%
-16.1%
Q2 2017$2,169,000
-7.9%
24,510
+0.7%
0.96%
-9.0%
Q1 2017$2,355,000
-9.8%
24,350
-2.4%
1.06%
-13.0%
Q4 2016$2,612,000
+45.9%
24,950
+36.2%
1.21%
+98.5%
Q3 2016$1,790,000
+5.5%
18,320
+2.7%
0.61%
+10.5%
Q2 2016$1,696,000
+14.7%
17,830
+3.5%
0.55%
+0.5%
Q1 2016$1,479,000
+4.4%
17,235
+1.1%
0.55%
+3.0%
Q4 2015$1,417,000
+7.3%
17,050
+9.4%
0.53%
+2.7%
Q3 2015$1,321,000
+233.6%
15,590
+320.8%
0.52%
+263.6%
Q2 2015$396,000
+44.5%
3,705
+47.9%
0.14%
+38.8%
Q1 2015$274,0002,5050.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
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