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 287 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.2%.

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 Q3 2020
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders