Cornerstone Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 271 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$792,941
-7.8%
6,216
-4.8%
0.06%
-12.9%
Q1 2024$859,965
-6.0%
6,530
-16.3%
0.07%
-11.4%
Q4 2023$914,979
-13.9%
7,802
-6.9%
0.08%
-21.0%
Q3 2023$1,062,535
-0.2%
8,383
-11.1%
0.10%
+5.3%
Q2 2023$1,065,062
+227.0%
9,434
+230.9%
0.10%
+196.9%
Q1 2023$325,722
-23.2%
2,851
-31.7%
0.03%
-31.9%
Q3 2022$424,000
+3.4%
4,172
+1.2%
0.05%
+4.4%
Q2 2022$410,000
+9.9%
4,123
+18.4%
0.04%
+25.0%
Q1 2022$373,000
+38.1%
3,482
+0.7%
0.04%
-25.0%
Q3 2019$270,000
-22.0%
3,458
-14.6%
0.05%
-22.6%
Q2 2019$346,000
-82.4%
4,047
-0.1%
0.06%
-74.1%
Q1 2019$1,966,000
+481.7%
4,052
-6.9%
0.24%
+231.9%
Q4 2018$338,000
-91.6%
4,353
-98.8%
0.07%
+41.2%
Q3 2018$4,033,000
-51.0%
375,319
-55.8%
0.05%
-45.2%
Q2 2018$8,224,000
+1443.0%
849,573
+14636.7%
0.09%
-8.8%
Q1 2018$533,000
+24.2%
5,765
+36.5%
0.10%
+25.9%
Q4 2017$429,000
+13.2%
4,224
+4.7%
0.08%
+2.5%
Q3 2017$379,000
+18.8%
4,033
+11.4%
0.08%
+9.7%
Q2 2017$319,000
-3.3%
3,621
+6.5%
0.07%
-12.2%
Q1 2017$330,000
+17.9%
3,399
+28.3%
0.08%
-8.9%
Q4 2016$280,000
+16.7%
2,649
+6.0%
0.09%
+1.1%
Q3 2016$240,000
+9.6%
2,498
+4.1%
0.09%
-46.4%
Q1 2016$219,0002,3990.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2017
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 8,986$945,00012.19%
Beacon Capital Management, Inc. 1,758,658$184,853,0007.56%
Allied Investment Advisors, LLC 86,949$9,139,0006.79%
Berkeley Capital Partners, LLC 57,333$6,026,0003.39%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,779$4,917,0003.21%
WP Advisors, LLC 31,483$3,309,0003.08%
Regis Management CO LLC 172,747$18,157,0002.71%
Tillar-Wenstrup Advisors, LLC 45,894$4,824,0002.62%
Summit Equities Inc 149,002$15,661,641,0002.60%
Karp Capital Management Corp 58,019$6,098,0002.10%
View complete list of VANGUARD WORLD FDS shareholders