ANCORA FAMILY WEALTH ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
ANCORA FAMILY WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2016$803,000
+5.5%
6,045
+3.6%
0.27%
-4.9%
Q2 2016$761,000
+9.8%
5,833
+3.8%
0.29%
+2.1%
Q1 2016$693,000
-9.4%
5,622
-2.4%
0.28%
-13.8%
Q4 2015$765,000
-2.8%
5,759
-10.3%
0.33%
-0.3%
Q3 2015$787,0006,4200.33%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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