Wealthspire Advisors, L.P. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 610 filers reported holding VANGUARD WORLD FDS in Q2 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2020$1,047,000
-16.4%
3,361
-25.2%
0.04%
-58.9%
Q2 2020$1,252,000
+34.3%
4,494
+2.2%
0.09%
+11.1%
Q1 2020$932,000
-16.2%
4,399
-3.1%
0.08%
+8.0%
Q4 2019$1,112,000
+1.5%
4,541
-10.7%
0.08%
-6.2%
Q3 2019$1,096,000
+0.5%
5,086
-1.7%
0.08%
-2.4%
Q2 2019$1,091,000
+4.8%
5,174
-0.3%
0.08%
+3.8%
Q1 2019$1,041,000
+7.0%
5,190
-11.0%
0.08%
-9.2%
Q4 2018$973,000
-27.1%
5,834
-11.4%
0.09%
-20.9%
Q3 2018$1,334,000
+11.6%
6,584
-0.1%
0.11%
+1.9%
Q2 2018$1,195,000
-2.1%
6,588
-7.7%
0.11%
-6.1%
Q1 2018$1,221,000
-5.4%
7,140
-8.9%
0.12%
-8.7%
Q4 2017$1,291,000
-2.8%
7,837
-10.3%
0.13%
-13.1%
Q3 2017$1,328,000
+18.8%
8,739
+10.1%
0.14%
+9.8%
Q2 2017$1,118,000
+453.5%
7,937
+431.6%
0.13%
+355.2%
Q1 2017$202,000
+87.0%
1,493
+67.2%
0.03%
+81.2%
Q4 2016$108,000
+0.9%
8930.0%0.02%
-5.9%
Q3 2016$107,000
+21.6%
893
+8.9%
0.02%
+13.3%
Q2 2016$88,000
-51.6%
820
-50.8%
0.02%
-53.1%
Q1 2016$182,000
-32.3%
1,665
-33.0%
0.03%
-36.0%
Q4 2015$269,0002,4850.05%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2019
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders