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

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 324 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
Capital Advisory Group Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$59,000
+168.2%
550
+83.3%
0.03%
+237.5%
Q3 2021$22,000
-4.3%
3000.0%0.01%0.0%
Q2 2021$23,000
+15.0%
3000.0%0.01%0.0%
Q1 2021$20,000
-9.1%
300
-30.2%
0.01%
-11.1%
Q4 2020$22,000
+29.4%
4300.0%0.01%0.0%
Q3 2020$17,000
-22.7%
4300.0%0.01%
-25.0%
Q2 2020$22,000
+69.2%
430
+30.3%
0.01%
-25.0%
Q1 2020$13,000
-89.0%
330
-77.9%
0.02%
-79.7%
Q3 2019$118,000
-10.6%
1,4950.0%0.08%
-10.2%
Q2 2019$132,000
-1.5%
1,4950.0%0.09%
-8.3%
Q1 2019$134,0000.0%1,495
-11.8%
0.10%
-7.7%
Q4 2018$134,000
-23.4%
1,695
+5.0%
0.10%
-11.1%
Q3 2018$175,000
-4.4%
1,615
-4.4%
0.12%
-11.4%
Q2 2018$183,000
+40.8%
1,690
+19.4%
0.13%
+38.9%
Q1 2018$130,0001,4150.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
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