Polaris Wealth Advisory Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 152 filers reported holding VANGUARD WORLD FDS in Q1 2014. The put-call ratio across all filers is 1.34 and the average weighting 0.5%.

Quarter-by-quarter ownership
Polaris Wealth Advisory Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2018$11,068,000
-14.2%
68,914
-3.6%
1.04%
+17.1%
Q3 2018$12,898,000
+15254.8%
71,494
+13042.3%
0.89%
+12600.0%
Q2 2018$84,0000.0%5440.0%0.01%0.0%
Q1 2018$84,000
-8.7%
544
-37.1%
0.01%
-68.2%
Q1 2014$92,000
-11.5%
865
-16.0%
0.02%
-15.4%
Q4 2013$104,000
-99.9%
1,030
-1.0%
0.03%
-13.3%
Q3 2013$96,866,000
+51.5%
1,040
+40.5%
0.03%
+15.4%
Q2 2013$63,929,0007400.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2014
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