Carmichael Hill & Associates, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 396 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
Carmichael Hill & Associates, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$35,337
-3.1%
2770.0%0.01%0.0%
Q1 2024$36,481
-20.0%
277
-28.8%
0.01%
-26.3%
Q4 2023$45,622
-7.5%
3890.0%0.02%
-17.4%
Q3 2023$49,302
+12.3%
3890.0%0.02%
+15.0%
Q2 2023$43,915
-1.2%
3890.0%0.02%
-4.8%
Q1 2023$44,436
-5.8%
3890.0%0.02%
-12.5%
Q4 2022$47,178
+17.9%
3890.0%0.02%
+9.1%
Q3 2022$40,000
-14.9%
389
-16.9%
0.02%
-12.0%
Q2 2022$47,000
+9.3%
468
+15.8%
0.02%
+25.0%
Q1 2022$43,000
-29.5%
404
-48.8%
0.02%
-25.9%
Q4 2021$61,000
+5.2%
7890.0%0.03%
-6.9%
Q3 2021$58,000
-3.3%
7890.0%0.03%
-3.3%
Q2 2021$60,000
+11.1%
7890.0%0.03%0.0%
Q1 2021$54,000
+31.7%
7890.0%0.03%
+25.0%
Q4 2020$41,000
-21.2%
789
-39.1%
0.02%
-31.4%
Q3 2020$52,000
-20.0%
1,2950.0%0.04%
-27.1%
Q2 2020$65,000
+225.0%
1,295
+147.1%
0.05%
+166.7%
Q1 2020$20,0005240.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
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