Sterling Investment Advisors, Ltd. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 322 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.39 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 Q4 2019
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