WealthPLAN Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 276 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$22,427
-1.2%
1990.0%0.00%0.0%
Q1 2023$22,693
-99.8%
199
+30.1%
0.00%
-40.0%
Q3 2016$14,780,000
+53.9%
153
-85.8%
0.01%
+400.0%
Q2 2016$9,605,000
-71.5%
1,075
+5.9%
0.00%
-80.0%
Q4 2015$33,714,000
+68704.1%
1,015
+120.7%
0.01%
-76.2%
Q2 2015$49,000
-27.9%
460
-26.3%
0.02%
-34.4%
Q1 2015$68,0006240.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders