Capital Asset Advisory Services LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 336 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$340,000
+2.1%
2,421
+1.0%
0.04%
+2.7%
Q2 2021$333,000
-76.8%
2,398
-76.5%
0.04%
-82.7%
Q1 2021$1,434,000
-13.6%
10,203
-15.6%
0.21%
-27.5%
Q4 2020$1,660,000
+11.2%
12,094
+4.6%
0.30%
-5.8%
Q3 2020$1,493,000
+4.8%
11,567
+6.9%
0.31%
+2.3%
Q2 2020$1,425,000
+40.8%
10,822
+28.9%
0.31%
+13.8%
Q1 2020$1,012,000
+15.0%
8,394
+45.1%
0.27%
+30.0%
Q4 2019$880,0005,7830.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,121,094$155,563,0005.83%
Tranquilli Financial Advisor LLC 28,327$3,931,0002.95%
Gunma Bank,Ltd. 31,000$4,302,0002.84%
Private Wealth Group, LLC 30,341$4,210,0002.78%
FIRST NATIONAL CORP /MA/ /ADV 122,040$16,344,0002.35%
Curran Financial Partners, LLC 30,414$4,220,0002.32%
American Investment Services, Inc. 67,089$9,309,0002.14%
Ameritas Investment Company, LLC 5,005$35,430,0001.70%
Newport Wealth Strategies, Inc. 19,121$2,653,0001.53%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 112,401$15,596,0001.44%
View complete list of VANGUARD WORLD FDS shareholders