IPG Investment Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 385 filers reported holding VANGUARD WORLD FDS in Q4 2017. The put-call ratio across all filers is 0.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
IPG Investment Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2022$612,000
-8.1%
2,600
-0.7%
0.15%
+20.5%
Q1 2022$666,000
-4.4%
2,618
+0.1%
0.13%
+0.8%
Q4 2021$697,000
-99.9%
2,616
+0.2%
0.13%
-38.2%
Q3 2021$645,547,000
-1.7%
2,612
-1.7%
0.20%
+6.2%
Q2 2021$656,589,000
+10.5%
2,657
+2.3%
0.19%
+65.5%
Q1 2021$594,395,000
+7.4%
2,598
+5.0%
0.12%
-9.4%
Q4 2020$553,608,000
+24.1%
2,474
+13.1%
0.13%0.0%
Q3 2020$446,155,000
+10.2%
2,187
+4.1%
0.13%
-6.6%
Q2 2020$404,792,000
+16.1%
2,101
+0.1%
0.14%
-6.2%
Q1 2020$348,593,000
-13.3%
2,099
+0.1%
0.15%
+15.0%
Q4 2019$402,109,000
+14.6%
2,097
+0.2%
0.13%
+4.1%
Q3 2019$350,897,000
-3.6%
2,0930.0%0.12%
-8.3%
Q2 2019$363,997,000
+1.0%
2,093
+0.2%
0.13%
+8.1%
Q1 2019$360,261,000
+7.6%
2,089
+0.2%
0.12%
-3.9%
Q4 2018$334,835,000
-10.8%
2,085
+0.2%
0.13%
+5.8%
Q3 2018$375,222,000
+46.5%
2,080
+29.3%
0.12%
+34.4%
Q2 2018$256,106,000
+3.7%
1,6090.0%0.09%
+11.1%
Q1 2018$247,078,000
-0.2%
1,609
+0.2%
0.08%
-21.4%
Q4 2017$247,565,0001,6060.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2017
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