Capital Advisors, Ltd. LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,969
+12.3%
23,4250.0%0.46%
+15.2%
Q2 2023$2,644
-1.2%
23,4250.0%0.40%
-10.2%
Q1 2023$2,676
-5.8%
23,4250.0%0.44%
-10.9%
Q4 2022$2,841
-99.9%
23,4250.0%0.49%
+6.7%
Q3 2022$2,380,000
+2.1%
23,4250.0%0.46%
+6.2%
Q2 2022$2,330,000
-7.1%
23,4250.0%0.44%
+4.6%
Q1 2022$2,507,000
+37.9%
23,4250.0%0.42%
+42.3%
Q4 2021$1,818,000
+3.6%
23,425
-1.3%
0.29%
-6.4%
Q3 2021$1,754,000
-2.6%
23,7360.0%0.31%
-3.1%
Q2 2021$1,801,000
+9.8%
23,736
-1.3%
0.32%
+7.3%
Q1 2021$1,640,000
+35.0%
24,046
+2.7%
0.30%
+12.3%
Q4 2020$1,215,000
+28.7%
23,4250.0%0.27%
+14.0%
Q3 2020$944,000
-19.9%
23,4250.0%0.24%
-24.4%
Q2 2020$1,178,000
+23460.0%
23,425
+42490.9%
0.31%
+31000.0%
Q2 2019$5,0000.0%550.0%0.00%0.0%
Q1 2019$5,000
+25.0%
550.0%0.00%0.0%
Q4 2018$4,000
-96.2%
55
-94.5%
0.00%
-96.6%
Q3 2018$104,0000.0%9920.0%0.03%
-9.4%
Q2 2018$104,000
+13.0%
9920.0%0.03%
+6.7%
Q1 2018$92,000
-20.0%
992
-14.8%
0.03%
-21.1%
Q4 2017$115,000
+5.5%
1,1640.0%0.04%0.0%
Q3 2017$109,000
+5.8%
1,1640.0%0.04%0.0%
Q2 2017$103,000
-8.8%
1,1640.0%0.04%
-13.6%
Q1 2017$113,000
-7.4%
1,1640.0%0.04%
-12.0%
Q4 2016$122,000
+7.0%
1,1640.0%0.05%0.0%
Q3 2016$114,000
+2.7%
1,1640.0%0.05%
-3.8%
Q2 2016$111,000
-17.2%
1,164
-25.2%
0.05%
-22.4%
Q1 2016$134,000
+16.5%
1,556
+12.4%
0.07%
+11.7%
Q4 2015$115,000
+228.6%
1,384
+394.3%
0.06%
+160.9%
Q4 2013$35,0002800.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders