NewFocus Financial Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
NewFocus Financial Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2020$4,299,000
+9.4%
19,215
-0.3%
1.26%
-3.4%
Q3 2020$3,930,000
+2.2%
19,267
-3.4%
1.31%
-4.9%
Q2 2020$3,844,000
+13.9%
19,952
-1.8%
1.38%
-11.6%
Q1 2020$3,374,000
-14.7%
20,316
-1.5%
1.56%
+0.9%
Q4 2019$3,956,000
+12.7%
20,634
-1.5%
1.54%
+0.2%
Q3 2019$3,511,000
-3.9%
20,941
-0.3%
1.54%
-8.9%
Q2 2019$3,655,000
+0.3%
21,013
-0.5%
1.69%
-6.9%
Q1 2019$3,643,000
+5.6%
21,121
-1.7%
1.82%
-10.8%
Q4 2018$3,449,000
-12.4%
21,476
-1.6%
2.04%
-4.3%
Q3 2018$3,937,000
+12.0%
21,820
-1.2%
2.13%
+0.4%
Q2 2018$3,515,000
+2.4%
22,089
-1.2%
2.12%
-1.8%
Q1 2018$3,433,000
-0.4%
22,361
-0.0%
2.16%
+2.7%
Q4 2017$3,448,000
+0.2%
22,369
-1.0%
2.10%
-6.0%
Q3 2017$3,441,000
-2.4%
22,594
-5.5%
2.24%
+12.3%
Q2 2017$3,524,000
+5.0%
23,915
-1.8%
1.99%
-3.9%
Q1 2017$3,355,000
+8.2%
24,344
-0.5%
2.07%
-1.0%
Q4 2016$3,102,000
-7.8%
24,473
-3.3%
2.09%
-14.2%
Q3 2016$3,363,000
-0.3%
25,305
-2.1%
2.44%
-2.3%
Q2 2016$3,374,000
-45.5%
25,859
-48.5%
2.49%
-44.9%
Q1 2016$6,186,000
-4.1%
50,171
+3.4%
4.53%
+0.9%
Q4 2015$6,449,000
+9.4%
48,536
+0.9%
4.49%
-1.0%
Q3 2015$5,896,000
-12.9%
48,109
-0.5%
4.53%
+3.9%
Q2 2015$6,769,000
+0.3%
48,367
-2.9%
4.36%
+3.6%
Q1 2015$6,750,000
+7.7%
49,808
-0.2%
4.21%
-2.6%
Q4 2014$6,270,000
+8.3%
49,923
+0.5%
4.32%
-7.3%
Q3 2014$5,787,000
+8.7%
49,681
+4.2%
4.66%
+10.8%
Q2 2014$5,323,000
+10.9%
47,683
+6.2%
4.21%
+6.0%
Q1 2014$4,799,000
+9.7%
44,888
+3.7%
3.97%
+7.5%
Q4 2013$4,375,00043,2703.69%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2019
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