Capital Asset Advisory Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 340 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.94 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$170,000
-1.7%
761
+3.5%
0.02%
+15.8%
Q2 2022$173,000
-11.7%
735
-4.4%
0.02%
-9.5%
Q1 2022$196,000
+51.9%
769
+59.2%
0.02%
+50.0%
Q4 2021$129,000
-57.1%
483
-60.2%
0.01%
-58.8%
Q3 2021$301,000
+2.0%
1,215
+1.8%
0.03%
+6.2%
Q2 2021$295,000
-96.8%
1,193
-97.0%
0.03%
-97.7%
Q1 2021$9,180,000
+2.6%
40,132
+0.3%
1.37%
-14.0%
Q4 2020$8,951,000
+10.6%
40,008
+0.8%
1.59%
-6.1%
Q3 2020$8,095,000
+0.9%
39,682
-0.0%
1.70%
-1.6%
Q2 2020$8,026,000
+8.2%
39,697
+0.4%
1.72%
-12.4%
Q1 2020$7,415,000
+2.6%
39,543
+7.6%
1.97%
+15.9%
Q4 2019$7,225,000
+2744.5%
36,737
+2131.9%
1.70%
+638.3%
Q4 2017$254,000
+4.1%
1,646
+2.7%
0.23%
+4.1%
Q3 2017$244,000
+10.9%
1,603
+7.6%
0.22%
+56.7%
Q2 2017$220,0001,4900.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2017
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 104,281$20,090,00018.21%
Allied Investment Advisors, LLC 95,358$18,371,00010.58%
CABANA LLC 528,624$101,839,0009.35%
Tatro Capital, LLC 30,973$5,967,0008.56%
Foundations Investment Advisors, LLC 449,483$87,941,0007.78%
Beacon Capital Management, Inc. 715,314$137,805,0007.04%
Capital Advantage, Inc. 100,673$19,395,0006.89%
Essex Private Wealth Management, LLC 30,512$5,878,0006.82%
Madden Advisory Services, Inc. 26,877$5,177,0005.37%
Morningstar Investment Management LLC 191,895$36,969,0005.10%
View complete list of VANGUARD WORLD FDS shareholders