Capital Asset Advisory Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 275 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,395,903
+6.3%
12,500
+14.4%
0.23%
+4.5%
Q2 2023$3,193,691
+20.1%
10,922
+3.7%
0.22%
+12.6%
Q1 2023$2,658,921
+24.2%
10,528
+7.9%
0.20%
+15.8%
Q4 2022$2,140,533
+5.0%
9,753
+12.5%
0.17%
-35.5%
Q3 2022$2,038,000
+6.9%
8,669
+3.4%
0.26%
+26.2%
Q2 2022$1,907,000
-21.8%
8,383
+4.9%
0.21%
-18.9%
Q1 2022$2,439,000
-4.7%
7,991
+6.3%
0.26%
-4.8%
Q4 2021$2,560,000
-4.0%
7,516
-12.2%
0.27%
-8.4%
Q3 2021$2,666,000
+5.0%
8,558
+5.9%
0.30%
+6.8%
Q2 2021$2,538,000
+256.0%
8,084
+235.0%
0.28%
+162.3%
Q1 2021$713,000
+35.8%
2,413
+26.5%
0.11%
+14.0%
Q4 2020$525,000
+3938.5%
1,907
+3367.3%
0.09%
+3000.0%
Q3 2020$13,000
+8.3%
55
+1.9%
0.00%0.0%
Q2 2020$12,000
+33.3%
540.0%0.00%
+50.0%
Q1 2020$9,000
-96.5%
54
-95.8%
0.00%
-96.7%
Q4 2019$259,0001,2940.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 351,395$38,127,0009.91%
Beacon Capital Management, Inc. 447,945$48,602,0007.31%
TRUST CO OF OKLAHOMA 69,502$7,540,968,0003.78%
FUKOKU MUTUAL LIFE INSURANCE Co 97,200$10,546,0001.94%
BAILARD, INC. 51,180$5,553,0000.85%
RAND WEALTH, LLC 51,416$5,579,0000.81%
DSC Advisors, L.P. 9,696$1,052,0000.53%
1832 Asset Management L.P. 979,460$106,265,0000.35%
NEXT Financial Group, Inc 10,433$1,132,0000.22%
NEW ENGLAND SECURITIES CORP /MA/ 5,829$632,0000.22%
View complete list of VANGUARD WORLD FDS shareholders