Family Firm, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 335 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.49 and the average weighting 0.3%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$3,461,464
-3.7%
27,134
-0.6%
0.77%
-11.9%
Q1 2024$3,593,677
+13.5%
27,287
+1.0%
0.88%
+7.2%
Q4 2023$3,167,279
+2.5%
27,006
+10.8%
0.82%
-5.9%
Q3 2023$3,090,243
+5.9%
24,383
-5.6%
0.87%
+12.6%
Q2 2023$2,916,773
-1.6%
25,837
-0.5%
0.77%
-6.1%
Q1 2023$2,965,674
-4.4%
25,962
+1.5%
0.82%
-9.5%
Q4 2022$3,101,267
+14.5%
25,571
-4.1%
0.91%
+4.7%
Q3 2022$2,709,000
-0.5%
26,669
-2.6%
0.87%
+8.0%
Q2 2022$2,723,000
-7.3%
27,378
-0.3%
0.80%
+4.2%
Q1 2022$2,939,000
+29.2%
27,460
-6.3%
0.77%
+30.7%
Q4 2021$2,275,000
-10.6%
29,312
-4.6%
0.59%
-12.0%
Q3 2021$2,544,000
+9.4%
30,731
+0.3%
0.67%
+5.7%
Q2 2021$2,326,000
+10.3%
30,649
-1.2%
0.63%
+3.9%
Q1 2021$2,109,000
+20.0%
31,009
+4.1%
0.61%
+16.2%
Q4 2020$1,758,000
+40.3%
29,776
-4.2%
0.52%
+16.7%
Q3 2020$1,253,000
-7.9%
31,086
+14.9%
0.45%
-11.8%
Q2 2020$1,361,000
+37.6%
27,058
+4.6%
0.51%
+20.9%
Q1 2020$989,000
-44.6%
25,879
+18.2%
0.42%
-30.3%
Q4 2019$1,785,000
+10.4%
21,901
+5.7%
0.60%
+5.2%
Q3 2019$1,617,000
-5.2%
20,729
+3.3%
0.57%
-4.8%
Q2 2019$1,706,000
-6.7%
20,061
-2.0%
0.60%
-9.3%
Q1 2019$1,829,000
+14.0%
20,460
-1.7%
0.66%
+3.6%
Q4 2018$1,605,000
-28.8%
20,808
-2.9%
0.64%
-21.3%
Q3 2018$2,253,000
+4.7%
21,436
+4.7%
0.82%
+1.1%
Q2 2018$2,151,000
+13.8%
20,470
+0.1%
0.81%
+9.6%
Q1 2018$1,890,000
-17.5%
20,459
-11.6%
0.74%
-19.0%
Q4 2017$2,291,000
+11.0%
23,156
+5.0%
0.91%
+5.6%
Q3 2017$2,064,000
+20.6%
22,060
+14.1%
0.86%
+14.0%
Q2 2017$1,712,000
+1.0%
19,339
+10.4%
0.76%
-6.6%
Q1 2017$1,695,000
-7.8%
17,523
-0.3%
0.81%
-6.8%
Q4 2016$1,839,000
+16.2%
17,570
+8.5%
0.87%
+15.4%
Q3 2016$1,582,000
+12.1%
16,192
+9.2%
0.75%
+7.1%
Q2 2016$1,411,000
+44.7%
14,832
+30.5%
0.70%
+41.6%
Q1 2016$975,000
+3.0%
11,366
-0.2%
0.50%
-1.4%
Q4 2015$947,000
+21.3%
11,388
+23.5%
0.50%
+18.7%
Q3 2015$781,000
+60.7%
9,219
+102.8%
0.42%
+69.2%
Q2 2015$486,000
+20.9%
4,545
+23.7%
0.25%
+22.0%
Q1 2015$402,0003,6750.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 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