Avior Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 337 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$16,756
-2.4%
131
+0.8%
0.00%0.0%
Q1 2024$17,167
+16.8%
130
+4.0%
0.00%0.0%
Q4 2023$14,701
-7.5%
1250.0%0.00%0.0%
Q3 2023$15,887
+12.3%
1250.0%0.00%0.0%
Q2 2023$14,151
-49.1%
125
-48.6%
0.00%
-50.0%
Q1 2023$27,798
+82.9%
243
+94.4%
0.00%
+100.0%
Q4 2022$15,202
+38.2%
125
+8.7%
0.00%0.0%
Q3 2022$11,0000.0%1150.0%0.00%0.0%
Q2 2022$11,000
+37.5%
115
+42.0%
0.00%0.0%
Q1 2022$8,000
+300.0%
81
+161.3%
0.00%
Q4 2021$2,0000.0%310.0%0.00%
Q3 2021$2,0000.0%310.0%0.00%
Q2 2021$2,0000.0%310.0%0.00%
Q1 2021$2,000
+100.0%
310.0%0.00%
Q4 2020$1,0000.0%310.0%0.00%
Q3 2020$1,0000.0%310.0%0.00%
Q2 2020$1,0000.0%310.0%0.00%
Q1 2020$1,000
-50.0%
31
-8.8%
0.00%
Q4 2019$2,0000.0%340.0%0.00%
Q3 2019$2,000
-33.3%
34
+9.7%
0.00%
-100.0%
Q2 2019$3,000
+50.0%
310.0%0.00%
Q1 2019$2,0000.0%310.0%0.00%
Q4 2018$2,000
-33.3%
310.0%0.00%
-100.0%
Q3 2018$3,0000.0%310.0%0.00%0.0%
Q2 2018$3,0000.0%310.0%0.00%0.0%
Q1 2018$3,0000.0%310.0%0.00%0.0%
Q4 2017$3,0000.0%310.0%0.00%0.0%
Q3 2017$3,000310.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
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