AdvicePeriod, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 403 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.32 and the average weighting 0.4%.

Quarter-by-quarter ownership
AdvicePeriod, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$664,000
+6.1%
2,685
-1.9%
0.04%
-2.3%
Q1 2021$626,000
+0.3%
2,738
-1.8%
0.04%
-8.3%
Q4 2020$624,000
-31.4%
2,788
-37.5%
0.05%
-41.5%
Q3 2020$910,000
+10.0%
4,461
+4.0%
0.08%
-8.9%
Q2 2020$827,000
+12.8%
4,291
-2.8%
0.09%
+18.4%
Q1 2020$733,000
-31.7%
4,416
-21.1%
0.08%
-19.1%
Q4 2019$1,073,000
+10.7%
5,594
-3.2%
0.09%
+4.4%
Q3 2019$969,000
-21.1%
5,780
-18.1%
0.09%
-21.7%
Q2 2019$1,228,000
-20.8%
7,058
-21.5%
0.12%
-22.3%
Q1 2019$1,551,000
+67.7%
8,990
+56.1%
0.15%
+41.0%
Q4 2018$925,000
+18.3%
5,758
+32.8%
0.10%
+23.5%
Q3 2018$782,000
+15.5%
4,336
-1.7%
0.08%
-27.4%
Q1 2018$677,000
-15.3%
4,410
-14.9%
0.12%
-23.0%
Q4 2017$799,0005,1850.15%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 605,489$61,215,0007.24%
Beacon Capital Management, Inc. 230,944$23,349,0006.98%
New England Investment & Retirement Group, Inc. 108,576$10,977,0006.83%
WBH ADVISORY INC 230,206$23,274,0004.70%
Richard C. Young & CO., LTD. 201,537$20,375,0004.42%
NewFocus Financial Group, LLC 43,270$4,375,0003.69%
Main Management LLC 134,168$13,564,0003.23%
NIEMANN CAPITAL MANAGEMENT INC 31,558$3,190,554,0002.20%
IMA Wealth, Inc. 36,230$3,663,0001.74%
RAND WEALTH, LLC 94,725$9,577,0001.70%
View complete list of VANGUARD WORLD FDS shareholders