Capital Advisory Group Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 393 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$2,000
+100.0%
80.0%0.00%
Q3 2021$1,000
-50.0%
8
-11.1%
0.00%
-100.0%
Q2 2021$2,0000.0%90.0%0.00%0.0%
Q1 2021$2,000
-50.0%
9
-62.5%
0.00%
-50.0%
Q4 2020$4,000240.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders