WP Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 316 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
WP Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$2,860,000
+32.2%
42,057
+0.8%
1.24%
+18.3%
Q4 2020$2,163,000
+26.4%
41,703
-1.7%
1.04%
+1.4%
Q3 2020$1,711,000
-18.2%
42,439
+2.0%
1.03%
-29.9%
Q2 2020$2,092,000
+415.3%
41,592
+291.6%
1.47%
+273.4%
Q1 2020$406,000
-65.0%
10,621
-25.4%
0.39%
-67.1%
Q4 2019$1,160,000
-38.2%
14,235
-40.9%
1.20%
-44.4%
Q3 2019$1,878,000
-23.6%
24,069
-16.8%
2.15%
-21.5%
Q2 2019$2,458,000
-90.7%
28,916
-2.5%
2.74%
-5.0%
Q1 2019$26,509,000
+1043.6%
29,658
-1.3%
2.89%
+26.3%
Q4 2018$2,318,000
-29.9%
30,055
-4.5%
2.28%
-25.8%
Q3 2018$3,309,000
-5.7%
31,483
-5.7%
3.08%
-7.0%
Q2 2018$3,509,000
+11.2%
33,395
-2.2%
3.31%
-2.8%
Q1 2018$3,156,000
-11.3%
34,163
-5.0%
3.41%
-1.1%
Q4 2017$3,559,000
+6.7%
35,972
+1.0%
3.45%
+36.9%
Q3 2017$3,334,000
+4.0%
35,628
-1.7%
2.52%
+8.3%
Q2 2017$3,207,000
+66.7%
36,242
+82.2%
2.32%
+92.4%
Q1 2017$1,924,000
-1.9%
19,896
+6.2%
1.21%
-11.8%
Q4 2016$1,961,00018,7301.37%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 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