Wealthspire Advisors, L.P. - 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 Q2 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2019$209,000
-25.1%
2,677
-18.4%
0.02%
-28.6%
Q2 2019$279,000
-23.4%
3,281
-19.4%
0.02%
-22.2%
Q1 2019$364,000
-5.9%
4,070
-18.9%
0.03%
-20.6%
Q4 2018$387,000
-35.1%
5,019
-11.5%
0.03%
-30.6%
Q3 2018$596,000
-6.1%
5,672
-6.1%
0.05%
-15.5%
Q2 2018$635,000
+10.2%
6,042
-3.1%
0.06%
+7.4%
Q1 2018$576,000
-17.4%
6,236
-11.5%
0.05%
-20.6%
Q4 2017$697,000
+6.1%
7,043
+0.3%
0.07%
-5.6%
Q3 2017$657,000
-0.8%
7,022
-6.2%
0.07%
-7.7%
Q2 2017$662,000
-9.8%
7,483
-1.4%
0.08%
-25.0%
Q1 2017$734,000
-16.4%
7,588
-9.5%
0.10%
-20.6%
Q4 2016$878,000
+5.1%
8,388
-1.8%
0.13%
+0.8%
Q3 2016$835,000
+2.6%
8,544
-0.2%
0.13%
-4.4%
Q2 2016$814,000
+10.9%
8,559
+0.1%
0.14%
+4.6%
Q1 2016$734,000
+11.0%
8,551
+7.5%
0.13%
+5.7%
Q4 2015$661,0007,9520.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2019
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