MARINER INDEPENDENT ADVISOR NETWORK, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$12,366,000
-8.8%
55,278
-1.8%
0.53%
-7.0%
Q2 2022$13,559,000
+5.1%
56,301
+11.4%
0.57%
+15.1%
Q1 2022$12,905,000
+22.8%
50,557
+27.3%
0.50%
+0.6%
Q4 2021$10,512,000
-10.0%
39,705
-16.0%
0.49%
-13.7%
Q3 2021$11,686,000
+6.5%
47,280
+6.5%
0.57%
+14.7%
Q2 2021$10,976,000
+18.0%
44,415
+9.2%
0.50%
+2.7%
Q1 2021$9,303,000
+1.3%
40,670
-0.9%
0.48%
-1.2%
Q4 2020$9,183,000
+21.9%
41,043
+11.2%
0.49%
-21.3%
Q3 2020$7,531,000
+7.2%
36,916
+2.3%
0.62%
-3.6%
Q2 2020$7,025,000
+20.2%
36,085
-1.4%
0.65%
+22.5%
Q1 2020$5,844,000
-19.4%
36,581
-3.3%
0.53%
+1.1%
Q4 2019$7,251,000
+14.5%
37,813
-1.0%
0.52%
+8.5%
Q3 2019$6,331,000
-9.6%
38,198
-4.9%
0.48%
-8.7%
Q2 2019$7,006,000
+2.7%
40,175
+1.5%
0.53%
-8.7%
Q1 2019$6,825,000
+5.8%
39,562
+0.7%
0.58%
+0.3%
Q4 2018$6,453,000
-9.2%
39,283
-0.2%
0.58%
-35.3%
Q3 2018$7,104,000
+97.8%
39,381
+68.3%
0.89%
+302.3%
Q1 2018$3,591,000
-0.6%
23,395
+3.5%
0.22%
-41.5%
Q4 2017$3,613,000
-32.7%
22,594
-38.0%
0.38%
-50.8%
Q2 2017$5,366,000
+24.5%
36,417
+7.1%
0.77%
+9.9%
Q4 2016$4,311,00034,0060.70%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 104,281$20,090,00018.21%
Allied Investment Advisors, LLC 95,358$18,371,00010.58%
CABANA LLC 528,624$101,839,0009.35%
Tatro Capital, LLC 30,973$5,967,0008.56%
Foundations Investment Advisors, LLC 449,483$87,941,0007.78%
Beacon Capital Management, Inc. 715,314$137,805,0007.04%
Capital Advantage, Inc. 100,673$19,395,0006.89%
Essex Private Wealth Management, LLC 30,512$5,878,0006.82%
Madden Advisory Services, Inc. 26,877$5,177,0005.37%
Morningstar Investment Management LLC 191,895$36,969,0005.10%
View complete list of VANGUARD WORLD FDS shareholders