Capital Investment Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 580 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$85,547
+12.4%
675
+0.1%
0.01%0.0%
Q2 2023$76,089
-1.2%
6740.0%0.01%
-11.1%
Q1 2023$76,993
-5.7%
674
+0.1%
0.01%
-10.0%
Q4 2022$81,621
+20.0%
6730.0%0.01%
+11.1%
Q3 2022$68,000
-13.9%
673
-15.1%
0.01%
-10.0%
Q2 2022$79,000
-7.1%
7930.0%0.01%
+11.1%
Q1 2022$85,000
+37.1%
7930.0%0.01%
+28.6%
Q4 2021$62,000
+5.1%
7930.0%0.01%0.0%
Q3 2021$59,000
+84.4%
793
+88.4%
0.01%
+75.0%
Q2 2021$32,000
+113.3%
421
+90.5%
0.00%
+100.0%
Q1 2021$15,000
+114.3%
221
+60.1%
0.00%
+100.0%
Q4 2020$7,000
+16.7%
1380.0%0.00%0.0%
Q3 2020$6,000
-14.3%
1380.0%0.00%0.0%
Q2 2020$7,000
+40.0%
1380.0%0.00%0.0%
Q1 2020$5,000
-54.5%
1380.0%0.00%
-66.7%
Q4 2019$11,0000.0%1380.0%0.00%0.0%
Q3 2019$11,000
-8.3%
1380.0%0.00%
-25.0%
Q2 2019$12,0000.0%1380.0%0.00%0.0%
Q1 2019$12,000
+9.1%
1380.0%0.00%
-20.0%
Q4 2018$11,0001380.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders