CONSOLIDATED CAPITAL MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 224 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CONSOLIDATED CAPITAL MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2020$574,000
-19.0%
3,378
-31.0%
0.37%
-1.1%
Q3 2020$709,000
+4.6%
4,896
-6.2%
0.37%
-7.9%
Q2 2020$678,000
+17.9%
5,222
+0.2%
0.40%
-10.6%
Q1 2020$575,000
-48.4%
5,212
-28.0%
0.45%
-39.3%
Q4 2019$1,115,000
+3.0%
7,243
-2.3%
0.74%
-5.1%
Q3 2019$1,083,000
-3.3%
7,416
-3.5%
0.78%
+5.2%
Q2 2019$1,120,000
+0.4%
7,682
-3.7%
0.74%
+6.4%
Q1 2019$1,116,000
-10.6%
7,979
-23.1%
0.70%
-31.0%
Q4 2018$1,249,000
-3.9%
10,373
+17.9%
1.01%
+19.2%
Q3 2018$1,300,000
+8.0%
8,799
-0.8%
0.85%
-5.6%
Q2 2018$1,204,000
+39.5%
8,866
+43.0%
0.90%
+30.6%
Q1 2018$863,000
+18.5%
6,202
+21.3%
0.69%
-8.3%
Q4 2017$728,000
+21.7%
5,111
+14.8%
0.75%
-1.8%
Q3 2017$598,000
+6.8%
4,454
+2.2%
0.76%
-7.9%
Q2 2017$560,000
+8.3%
4,360
+4.4%
0.83%
+3.5%
Q1 2017$517,0004,1780.80%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders