MISSION WEALTH MANAGEMENT, LP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,637,560
-12.8%
6,965
-9.2%
0.06%
-14.1%
Q2 2023$1,878,081
+5.5%
7,671
+2.8%
0.07%
-5.3%
Q1 2023$1,779,724
+6.4%
7,463
+10.7%
0.08%
-6.2%
Q4 2022$1,672,210
+48.1%
6,741
+33.6%
0.08%
+33.3%
Q3 2022$1,129,000
-4.6%
5,045
+0.4%
0.06%
-3.2%
Q2 2022$1,183,000
+12.6%
5,025
+21.6%
0.06%
+26.5%
Q1 2022$1,051,000
-16.5%
4,132
-12.6%
0.05%
-14.0%
Q4 2021$1,259,000
+39.3%
4,727
+29.3%
0.06%
+23.9%
Q3 2021$904,000
+3.4%
3,656
+3.4%
0.05%0.0%
Q2 2021$874,000
+29.7%
3,535
+20.0%
0.05%
+17.9%
Q1 2021$674,000
+51.8%
2,946
+48.5%
0.04%
+39.3%
Q4 2020$444,0001,9840.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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