FineMark National Bank & Trust - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 157 filers reported holding VANGUARD WORLD FDS in Q1 2017. The put-call ratio across all filers is 0.93 and the average weighting 0.2%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$430,000
-15.9%
2,6300.0%0.02%
-5.0%
Q1 2022$511,000
-4.3%
2,6300.0%0.02%0.0%
Q4 2021$534,000
+126.3%
2,630
+34.0%
0.02%
+25.0%
Q4 2018$236,000
-17.5%
1,962
+1.2%
0.02%
-5.9%
Q3 2018$286,000
+376.7%
1,938
+287.6%
0.02%
+240.0%
Q4 2016$60,0005000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2017
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 158,296$23,383,0008.54%
Beacon Capital Management, Inc. 1,370,305$202,421,0008.28%
Invst, LLC 45,231$6,717,0003.42%
Madden Advisory Services, Inc. 19,922$2,942,0001.78%
RAND WEALTH, LLC 75,267$11,118,0001.24%
NORTHERN CAPITAL MANAGEMENT LLC 33,503$4,949,0001.14%
FIRST FINANCIAL CORP /IN/ 11,733$1,733,0001.14%
Visionary Asset Management, Inc. 23,352$3,449,0001.11%
NewFocus Financial Group, LLC 13,242$1,956,0001.06%
CABOT WEALTH MANAGEMENT INC 30,118$4,449,0000.95%
View complete list of VANGUARD WORLD FDS shareholders