Sterling Investment Advisors, Ltd. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 285 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 2.18 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 Q1 2020
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 208,791$26,811,00025.00%
Beacon Capital Management, Inc. 227,050$29,155,0006.96%
Summit Equities Inc 104,497$13,418,0005.92%
Creative Planning 1,584,650$203,485,0003.06%
Regis Management CO LLC 76,888$9,873,0003.06%
Baker Ellis Asset Management LLC 68,659$8,816,0003.05%
CHARTIST INC /CA/ 44,173$5,667,0003.02%
RAND WEALTH, LLC 78,663$10,101,0001.75%
Asset Management Group, Inc. 23,064$2,962,0001.70%
Archford Capital Strategies, LLC 11,929$1,531,808,0001.28%
View complete list of VANGUARD WORLD FDS shareholders