Capital Asset Advisory Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 392 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.4%.

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 Q3 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,203,629$187,730,0008.13%
TRUST CO OF OKLAHOMA 59,450$9,272,416,0004.44%
FIRST FINANCIAL CORP /IN/ 22,359$3,487,0002.25%
Greytown Advisors Inc. 26,499$4,133,0002.12%
Spruce Investment Advisors LLC 5,068$790,0001.63%
Quantitative Advantage, LLC 33,432$5,214,0001.55%
Triangle Securities Wealth Management 16,870$2,631,0001.50%
Kingsview Wealth Management, LLC 25,487$3,975,0001.42%
Westside Investment Management, Inc. 13,774$2,214,426,0001.20%
CUE ADVISORY SERVICES, INC. 10,325$1,610,0001.06%
View complete list of VANGUARD WORLD FDS shareholders