RESOURCES MANAGEMENT CORP /CT/ /ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 308 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
RESOURCES MANAGEMENT CORP /CT/ /ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2023$60.0%500.0%0.00%0.0%
Q3 2023$60.0%500.0%0.00%0.0%
Q2 2023$6
-98.6%
50
-98.3%
0.00%
-98.5%
Q1 2023$424
+2131.6%
2,891
+1789.5%
0.07%
+2166.7%
Q4 2022$19
-99.9%
1530.0%0.00%0.0%
Q3 2022$15,0000.0%1530.0%0.00%
+50.0%
Q2 2022$15,000
-6.2%
1530.0%0.00%0.0%
Q1 2022$16,000
+33.3%
1530.0%0.00%0.0%
Q4 2021$12,000
+9.1%
1530.0%0.00%0.0%
Q3 2021$11,000
-8.3%
1530.0%0.00%0.0%
Q2 2021$12,000
+71.4%
153
+48.5%
0.00%
+100.0%
Q1 2021$7,000
+40.0%
1030.0%0.00%0.0%
Q4 2020$5,000
+25.0%
1030.0%0.00%0.0%
Q3 2020$4,000
-20.0%
103
+2.0%
0.00%0.0%
Q2 2020$5,0001010.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
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