Capital Asset Advisory Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 304 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.84 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 Q2 2020
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,776$515,0005.24%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 208,144$8,390,0004.39%
Beacon Capital Management, Inc. 2,093,145$84,375,0004.04%
Keudell/Morrison Wealth Management 88,095$3,551,0002.28%
AJ WEALTH STRATEGIES, LLC 539,400$21,743,0002.21%
Praetorian Wealth Management, Inc. 124,203$5,007,0002.21%
Marotta Asset Management 152,151$5,891,347,0001.79%
Shilanski & Associates, Inc. 58,496$2,358,0001.60%
STEEL GROVE CAPITAL ADVISORS, LLC 93,161$3,755,0001.53%
WP Advisors, LLC 42,439$1,711,0001.03%
View complete list of VANGUARD WORLD FDS shareholders