Newport Wealth Strategies, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 323 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2019$266,000
-56.7%
3,405
-54.0%
0.24%
-57.2%
Q2 2019$614,000
+10.2%
7,410
+18.4%
0.56%
+0.7%
Q1 2019$557,000
+13.0%
6,260
+5.4%
0.56%
-17.0%
Q4 2018$493,000
-22.2%
5,940
-13.4%
0.68%
-16.4%
Q3 2018$634,000
-3.5%
6,860
+9.7%
0.81%
+6.4%
Q2 2018$657,000
+24.9%
6,255
+9.8%
0.76%
+84.9%
Q1 2018$526,000
+48.2%
5,695
+63.6%
0.41%
+61.8%
Q4 2017$355,0003,4800.25%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,776$515,0005.24%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 208,144$8,390,0004.39%
Beacon Capital Management, Inc. 2,093,145$84,375,0004.04%
Keudell/Morrison Wealth Management 88,095$3,551,0002.28%
AJ WEALTH STRATEGIES, LLC 539,400$21,743,0002.21%
Praetorian Wealth Management, Inc. 124,203$5,007,0002.21%
Marotta Asset Management 152,151$5,891,347,0001.79%
Shilanski & Associates, Inc. 58,496$2,358,0001.60%
STEEL GROVE CAPITAL ADVISORS, LLC 93,161$3,755,0001.53%
WP Advisors, LLC 42,439$1,711,0001.03%
View complete list of VANGUARD WORLD FDS shareholders