RETIREMENT CAPITAL STRATEGIES - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 193 filers reported holding VANGUARD WORLD FDS in Q4 2014. The put-call ratio across all filers is 2.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
RETIREMENT CAPITAL STRATEGIES ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$8,348,000
-45.5%
122,768
-12.4%
3.29%
-63.4%
Q1 2015$15,324,000
-3.6%
140,226
-1.6%
8.98%
-5.2%
Q4 2014$15,899,000
-41.0%
142,437
-30.7%
9.48%
-61.2%
Q3 2014$26,956,000
-8.9%
205,581
+0.1%
24.44%
-6.4%
Q2 2014$29,576,000
+10.3%
205,444
-1.6%
26.10%
+4.4%
Q1 2014$26,811,000
+3.9%
208,791
+2.3%
25.00%
-2.6%
Q4 2013$25,809,000204,14025.67%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2014
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