Endurance Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 465 filers reported holding VANGUARD WORLD FDS in Q3 2019. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.

Quarter-by-quarter ownership
Endurance Wealth Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$3,511,000
+7.8%
13,1780.0%0.38%
+4.4%
Q3 2021$3,257,000
+0.0%
13,1780.0%0.36%
+0.3%
Q2 2021$3,256,000
+8.0%
13,1780.0%0.36%
+1.7%
Q1 2021$3,014,000
+27.3%
13,178
+24.6%
0.36%
+18.7%
Q4 2020$2,367,000
+9.7%
10,5780.0%0.30%
-6.0%
Q3 2020$2,158,000
-56.0%
10,578
-58.4%
0.32%
-60.4%
Q2 2020$4,904,000
+16.0%
25,4530.0%0.80%
-1.1%
Q1 2020$4,227,000
-13.4%
25,4530.0%0.81%
+8.8%
Q4 2019$4,880,000
+14.3%
25,4530.0%0.75%
+5.5%
Q3 2019$4,268,000
-3.6%
25,4530.0%0.71%
+1.7%
Q2 2019$4,427,000
+0.8%
25,4530.0%0.70%
-3.2%
Q1 2019$4,390,000
+7.4%
25,4530.0%0.72%
-5.6%
Q4 2018$4,088,000
-11.0%
25,4530.0%0.76%
+5.5%
Q3 2018$4,592,000
+13.4%
25,4530.0%0.72%
+8.1%
Q2 2018$4,051,000
+3.7%
25,4530.0%0.67%
+1.7%
Q1 2018$3,908,000
-19.6%
25,453
-19.3%
0.66%
-15.9%
Q4 2017$4,863,000
+1.2%
31,5500.0%0.78%
-1.9%
Q3 2017$4,804,000
+55.6%
31,550
+50.6%
0.80%
+52.5%
Q2 2017$3,087,000
+6.9%
20,9500.0%0.52%
+4.6%
Q1 2017$2,887,000
-34.6%
20,950
-39.8%
0.50%
-36.8%
Q4 2016$4,412,000
-19.5%
34,800
-15.5%
0.79%
-19.7%
Q3 2016$5,483,000
+2.0%
41,2000.0%0.98%
-2.7%
Q2 2016$5,376,000
+5.8%
41,2000.0%1.01%
+41.5%
Q1 2016$5,080,000
-7.2%
41,2000.0%0.71%
-31.6%
Q4 2015$5,475,000
-3.6%
41,200
-8.4%
1.04%
+4.5%
Q3 2015$5,679,000
-9.8%
45,0000.0%1.00%
-5.8%
Q2 2015$6,298,000
-22.3%
45,000
-24.7%
1.06%
-25.2%
Q1 2015$8,104,000
+140.8%
59,800
+123.1%
1.42%
+135.0%
Q4 2014$3,365,000
+7.3%
26,8000.0%0.60%
+2.9%
Q3 2014$3,135,000
+24.3%
26,800
+18.6%
0.58%
+39.3%
Q2 2014$2,522,000
+4.4%
22,6000.0%0.42%
-10.4%
Q1 2014$2,416,000
+5.8%
22,6000.0%0.47%
+3.8%
Q4 2013$2,284,000
+8.6%
22,6000.0%0.45%
+1.3%
Q3 2013$2,104,000
+66.9%
22,600
+54.8%
0.45%
+58.2%
Q2 2013$1,261,00014,6000.28%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2019
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders