Fort Point Capital Partners LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 424 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2024$634,399
-42.6%
4,817
-50.2%
0.08%
-50.0%
Q1 2023$1,105,404
-7.1%
9,677
-1.4%
0.17%
-9.7%
Q4 2022$1,189,757
-42.0%
9,810
-51.4%
0.19%
-45.6%
Q3 2022$2,050,000
+173.7%
20,179
+168.0%
0.34%
+180.3%
Q2 2022$749,000
-23.6%
7,530
-17.7%
0.12%
-10.9%
Q1 2022$980,000
+230.0%
9,155
+139.5%
0.14%
+242.5%
Q4 2021$297,000
+16.0%
3,822
+10.4%
0.04%
+5.3%
Q3 2021$256,000
-12.6%
3,463
-10.4%
0.04%
-29.6%
Q2 2021$293,0003,8640.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 8,986$945,00012.19%
Beacon Capital Management, Inc. 1,758,658$184,853,0007.56%
Allied Investment Advisors, LLC 86,949$9,139,0006.79%
Berkeley Capital Partners, LLC 57,333$6,026,0003.39%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,779$4,917,0003.21%
WP Advisors, LLC 31,483$3,309,0003.08%
Regis Management CO LLC 172,747$18,157,0002.71%
Tillar-Wenstrup Advisors, LLC 45,894$4,824,0002.62%
Summit Equities Inc 149,002$15,661,641,0002.60%
Karp Capital Management Corp 58,019$6,098,0002.10%
View complete list of VANGUARD WORLD FDS shareholders