Cambridge Advisors Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 336 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
Cambridge Advisors Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$822,923
+11.2%
6,493
-1.0%
0.22%
+16.9%
Q2 2023$740,333
-0.8%
6,558
+0.4%
0.19%
-1.0%
Q1 2023$746,265
-7.2%
6,533
-1.5%
0.19%
-11.6%
Q4 2022$804,450
+19.4%
6,6330.0%0.22%
+11.9%
Q3 2022$674,000
+11.6%
6,633
+9.2%
0.19%
+17.0%
Q2 2022$604,000
+2.2%
6,075
+10.0%
0.16%
+17.0%
Q1 2022$591,000
+54.3%
5,525
+11.8%
0.14%
+62.1%
Q4 2021$383,000
+4.9%
4,9400.0%0.09%
-2.2%
Q3 2021$365,000
-7.4%
4,940
-4.8%
0.09%
-6.3%
Q2 2021$394,000
+11.6%
5,1900.0%0.10%
+5.6%
Q1 2021$353,000
+31.2%
5,1900.0%0.09%
+25.0%
Q4 2020$269,000
+28.7%
5,1900.0%0.07%
+16.1%
Q3 2020$209,000
-24.3%
5,190
-5.4%
0.06%
-27.9%
Q2 2020$276,000
+27.2%
5,485
-3.5%
0.09%
+8.9%
Q1 2020$217,000
-53.1%
5,6850.0%0.08%
-44.0%
Q4 2019$463,000
+4.3%
5,6850.0%0.14%
-3.4%
Q3 2019$444,000
-8.1%
5,6850.0%0.15%
-8.2%
Q2 2019$483,000
-3.6%
5,685
+1.3%
0.16%
-7.0%
Q1 2019$501,000
+10.8%
5,610
-4.3%
0.17%
+1.8%
Q4 2018$452,000
+111.2%
5,860
+188.0%
0.17%
+133.3%
Q3 2018$214,000
+5.4%
2,035
+5.2%
0.07%0.0%
Q2 2018$203,0001,9350.07%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,776$515,0005.24%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 208,144$8,390,0004.39%
Beacon Capital Management, Inc. 2,093,145$84,375,0004.04%
Keudell/Morrison Wealth Management 88,095$3,551,0002.28%
AJ WEALTH STRATEGIES, LLC 539,400$21,743,0002.21%
Praetorian Wealth Management, Inc. 124,203$5,007,0002.21%
Marotta Asset Management 152,151$5,891,347,0001.79%
Shilanski & Associates, Inc. 58,496$2,358,0001.60%
STEEL GROVE CAPITAL ADVISORS, LLC 93,161$3,755,0001.53%
WP Advisors, LLC 42,439$1,711,0001.03%
View complete list of VANGUARD WORLD FDS shareholders