Capital Asset Advisory Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 318 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$76,000
+18.8%
747
+16.2%
0.01%
+42.9%
Q2 2022$64,000
-7.2%
6430.0%0.01%0.0%
Q1 2022$69,000643
+64200.0%
0.01%
Q4 2021$0
-100.0%
1
-99.8%
0.00%
-100.0%
Q3 2021$30,000
-3.2%
4040.0%0.00%0.0%
Q2 2021$31,000
-81.0%
404
-83.1%
0.00%
-87.5%
Q1 2021$163,000
+503.7%
2,396
+362.5%
0.02%
+380.0%
Q4 2020$27,000
+28.6%
518
-2.1%
0.01%
+25.0%
Q3 2020$21,000
-84.2%
529
-79.6%
0.00%
-86.2%
Q2 2020$133,000
+44.6%
2,594
+33.6%
0.03%
+20.8%
Q1 2020$92,000
+922.2%
1,942
+1518.3%
0.02%
+1100.0%
Q4 2019$9,0001200.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
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