WP Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 334 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.49 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 Q2 2018
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders