Sterling Investment Advisors, Ltd. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 284 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2020$7,000
-56.2%
2000.0%0.00%
-42.9%
Q4 2019$16,0000.0%2000.0%0.01%
-12.5%
Q3 2019$16,000
-5.9%
2000.0%0.01%
-11.1%
Q2 2019$17,000
-5.6%
2000.0%0.01%0.0%
Q1 2019$18,000
+20.0%
2000.0%0.01%0.0%
Q4 2018$15,000
-28.6%
2000.0%0.01%
-18.2%
Q3 2018$21,0000.0%2000.0%0.01%
-8.3%
Q2 2018$21,000
+16.7%
2000.0%0.01%
+9.1%
Q1 2018$18,000
-10.0%
2000.0%0.01%
-8.3%
Q4 2017$20,000
+5.3%
2000.0%0.01%
-7.7%
Q3 2017$19,000
+5.6%
2000.0%0.01%
+8.3%
Q2 2017$18,000
-5.3%
2000.0%0.01%
-14.3%
Q1 2017$19,000
-9.5%
2000.0%0.01%
-17.6%
Q4 2016$21,0002000.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders