Altium Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 318 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2019$285,000
-3.1%
3,500
-7.0%
0.03%
-15.0%
Q3 2019$294,000
-15.0%
3,765
-7.4%
0.04%
-20.0%
Q2 2019$346,000
-5.7%
4,065
-1.0%
0.05%
-15.3%
Q1 2019$367,000
+6.7%
4,105
-8.0%
0.06%
-10.6%
Q4 2018$344,000
-27.7%
4,460
-1.6%
0.07%
-27.5%
Q3 2018$476,0004,5320.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2019
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