Capital Analysts, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 186 filers reported holding VANGUARD WORLD FDS in Q1 2016. The put-call ratio across all filers is 0.38 and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$64
+392.3%
350
+414.7%
0.00%
+300.0%
Q2 2023$130.0%680.0%0.00%0.0%
Q1 2023$13
+160.0%
68
+142.9%
0.00%
Q4 2022$5
-99.9%
280.0%0.00%
Q3 2022$5,0000.0%280.0%0.00%
Q2 2022$5,0000.0%280.0%0.00%
Q1 2022$5,000
-16.7%
280.0%0.00%
Q4 2021$6,000
+20.0%
280.0%0.00%
Q3 2021$5,0000.0%280.0%0.00%
Q2 2021$5,000
-58.3%
28
-58.2%
0.00%
-100.0%
Q4 2020$12,0000.0%67
-11.8%
0.00%0.0%
Q3 2020$12,000
+9.1%
76
+1.3%
0.00%0.0%
Q2 2020$11,000
+10.0%
75
+1.4%
0.00%0.0%
Q1 2020$10,000
-63.0%
74
-56.5%
0.00%
-66.7%
Q4 2019$27,000
+68.8%
170
+61.9%
0.00%
+50.0%
Q3 2019$16,0000.0%1050.0%0.00%0.0%
Q2 2019$16,000
+1500.0%
105
+1066.7%
0.00%
Q1 2019$1,0000.0%90.0%0.00%
Q4 2018$1,000
-99.9%
9
-50.0%
0.00%
Q3 2018$1,262,000
+126100.0%
18
+100.0%
0.00%
Q2 2018$1,0000.0%90.0%0.00%
Q1 2018$1,000
-100.0%
9
-43.8%
0.00%
Q1 2016$2,165,000160.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2016
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders