New England Investment & Retirement Group, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 115 filers reported holding VANGUARD WORLD FDS in Q2 2013. The put-call ratio across all filers is 0.33 and the average weighting 0.4%.

Quarter-by-quarter ownership
New England Investment & Retirement Group, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$20,306,000
-3.3%
82,159
-3.3%
4.68%
+2.5%
Q2 2021$20,995,000
-7.4%
84,954
-14.3%
4.56%
-16.7%
Q1 2021$22,671,000
+0.3%
99,109
-1.9%
5.48%
+4.0%
Q4 2020$22,598,000
+18.8%
101,007
+8.3%
5.26%
+9.9%
Q3 2020$19,025,000
+1.3%
93,258
-4.4%
4.79%
+1.4%
Q2 2020$18,784,000
+12.7%
97,506
-2.8%
4.72%
-33.4%
Q1 2020$16,668,000
-16.2%
100,357
-3.2%
7.09%
+3.9%
Q4 2019$19,882,000
+14.7%
103,693
+0.3%
6.83%
-5.6%
Q3 2019$17,328,000
-30.1%
103,337
-27.4%
7.23%
-27.9%
Q2 2019$24,775,000
-7.0%
142,432
-7.8%
10.03%
-17.6%
Q1 2019$26,653,000
+8.3%
154,529
+0.9%
12.17%
-13.7%
Q4 2018$24,604,000
+78.3%
153,201
+100.3%
14.10%
+55.9%
Q3 2018$13,798,000
+12.3%
76,482
-0.9%
9.04%
+10.6%
Q2 2018$12,285,000
+7.0%
77,195
+3.2%
8.18%
+30.1%
Q1 2018$11,480,000
+1.4%
74,773
+1.8%
6.29%
+5.5%
Q4 2017$11,318,000
+2.9%
73,428
+1.6%
5.96%
-2.5%
Q3 2017$11,004,000
+3.0%
72,264
-0.3%
6.11%
-0.9%
Q2 2017$10,682,000
+9.1%
72,487
+2.0%
6.17%
+14.0%
Q1 2017$9,795,000
+9.5%
71,074
+0.7%
5.41%
+10.5%
Q4 2016$8,944,000
+12.1%
70,554
+17.6%
4.90%
+12.0%
Q3 2016$7,976,000
+0.8%
60,016
-1.0%
4.37%
-6.5%
Q2 2016$7,911,000
+2.8%
60,624
-2.8%
4.68%
+11.0%
Q1 2016$7,693,000
-55.7%
62,396
-52.2%
4.21%
-54.0%
Q4 2015$17,350,000
+5.3%
130,566
-2.9%
9.15%
+16.2%
Q3 2015$16,473,000
+47.9%
134,407
+72.2%
7.87%
+48.1%
Q2 2015$11,136,000
-0.1%
78,048
-5.1%
5.32%
+7.9%
Q1 2015$11,150,000
-0.9%
82,274
-8.2%
4.93%
+11.8%
Q4 2014$11,251,000
+4.4%
89,584
-2.7%
4.41%
-8.8%
Q3 2014$10,773,000
+2.5%
92,081
-2.4%
4.83%
-15.4%
Q2 2014$10,509,000
-6.3%
94,383
-10.0%
5.71%
-16.7%
Q1 2014$11,216,000
+2.2%
104,900
-3.4%
6.86%
+0.4%
Q4 2013$10,977,000
+6.4%
108,576
-2.0%
6.83%
+8.4%
Q3 2013$10,320,000
-2.3%
110,796
-9.4%
6.30%
-5.1%
Q2 2013$10,566,000122,3036.64%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2013
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 108,364$26,780,00018.74%
Allied Investment Advisors, LLC 98,593$24,365,0009.18%
Morningstar Investment Management LLC 280,664$69,360,0007.86%
Capital Advantage, Inc. 103,430$25,561,0006.70%
Aprio Wealth Management, LLC 54,798$13,542,0006.40%
Curran Financial Partners, LLC 46,686$11,538,0006.34%
ASSET PLANNING CORPORATION 24,758$6,118,0005.96%
Adaptive Financial Consulting, LLC 35,501$8,773,0005.48%
Essex Private Wealth Management, LLC 22,255$5,500,0005.02%
Tatro Capital, LLC 28,055$6,933,0004.73%
View complete list of VANGUARD WORLD FDS shareholders