ROPES WEALTH ADVISORS LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 471 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.4%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2020$114,000
+9.6%
5080.0%0.02%
-10.0%
Q3 2020$104,000
+6.1%
508
+0.4%
0.02%0.0%
Q2 2020$98,000
+16.7%
506
+0.4%
0.02%
-4.8%
Q1 2020$84,000
-55.1%
504
-48.2%
0.02%
-47.5%
Q4 2019$187,000
-30.5%
973
-39.4%
0.04%
-29.8%
Q3 2019$269,000
+36.5%
1,605
+41.4%
0.06%
+35.7%
Q2 2019$197,000
-4.8%
1,135
-5.3%
0.04%
-23.6%
Q1 2019$207,0001,1990.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2019
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