Newport Wealth Strategies, Inc. - 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
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 Q3 2019
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,962$1,069,0008.16%
Allied Investment Advisors, LLC 102,389$9,152,0006.35%
Beacon Capital Management, Inc. 1,408,080$125,854,0005.73%
WELCH CAPITAL PARTNERS LLC/NY 103,650$9,264,0003.15%
Regis Management CO LLC 420,959$37,625,0002.96%
WP Advisors, LLC 29,658$26,509,0002.89%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 49,491$4,424,0002.77%
Summit Financial, LLC 148,591$13,281,028,0002.28%
STARR INTERNATIONAL CO INC 56,000$5,005,0002.00%
Private Harbour Investment Management & Counsel, LLC 18,704$1,672,0001.74%
View complete list of VANGUARD WORLD FDS shareholders