Capital Advisors, Ltd. LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$85
-10.5%
6660.0%0.01%
-7.1%
Q2 2023$95
-3.1%
6660.0%0.01%
-12.5%
Q1 2023$98
-3.9%
6660.0%0.02%
-11.1%
Q4 2022$102
-99.9%
6660.0%0.02%0.0%
Q3 2022$95,000
-6.9%
6660.0%0.02%
-5.3%
Q2 2022$102,000
-5.6%
6660.0%0.02%
+5.6%
Q1 2022$108,000
+3.8%
6660.0%0.02%
+5.9%
Q4 2021$104,000
-14.0%
666
-23.5%
0.02%
-22.7%
Q3 2021$121,0000.0%8710.0%0.02%0.0%
Q2 2021$121,000
-0.8%
8710.0%0.02%0.0%
Q1 2021$122,000
+1.7%
8710.0%0.02%
-15.4%
Q4 2020$120,000
+7.1%
8710.0%0.03%
-7.1%
Q3 2020$112,000
+3.7%
8710.0%0.03%
-3.4%
Q2 2020$108,000
+1.9%
8710.0%0.03%
-12.1%
Q1 2020$106,000
-14.5%
8710.0%0.03%
+3.1%
Q4 2019$124,000
-0.8%
8710.0%0.03%
-8.6%
Q3 2019$125,000
+7.8%
8710.0%0.04%
+6.1%
Q2 2019$116,000
+2.7%
8710.0%0.03%
+6.5%
Q1 2019$113,000
+9.7%
8710.0%0.03%
+3.3%
Q4 2018$103,000
-27.5%
871
-27.8%
0.03%
-25.0%
Q3 2018$142,000
+1.4%
1,2060.0%0.04%
-9.1%
Q2 2018$140,000
+3.7%
1,2060.0%0.04%0.0%
Q1 2018$135,000
-4.3%
1,2060.0%0.04%
-6.4%
Q4 2017$141,0000.0%1,2060.0%0.05%
-4.1%
Q3 2017$141,000
+2.2%
1,2060.0%0.05%
-3.9%
Q2 2017$138,000
+1.5%
1,2060.0%0.05%
-1.9%
Q1 2017$136,000
+24.8%
1,206
+18.2%
0.05%
+15.6%
Q4 2016$109,0000.0%1,0200.0%0.04%
-6.2%
Q3 2016$109,000
-6.8%
1,0200.0%0.05%
-12.7%
Q2 2016$117,000
+6.4%
1,0200.0%0.06%0.0%
Q1 2016$110,000
+14.6%
1,0200.0%0.06%
+10.0%
Q4 2015$96,000
+1.1%
1,0200.0%0.05%
-3.8%
Q3 2015$95,000
+3.3%
1,0200.0%0.05%
+8.3%
Q2 2015$92,000
-7.1%
1,0200.0%0.05%
-5.9%
Q1 2015$99,000
-4.8%
1,0200.0%0.05%
-10.5%
Q4 2014$104,000
+11.8%
1,0200.0%0.06%
+7.5%
Q3 2014$93,000
-6.1%
1,0200.0%0.05%
-5.4%
Q2 2014$99,000
+7.6%
1,0200.0%0.06%
+3.7%
Q1 2014$92,000
+8.2%
1,0200.0%0.05%
-3.6%
Q4 2013$85,0001,0200.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders