Wealthcare Advisory Partners LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 304 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$434,750
+3.1%
3,430
-8.2%
0.02%
+5.3%
Q2 2023$421,781
-37.8%
3,736
-37.1%
0.02%
-34.5%
Q1 2023$678,208
-16.7%
5,937
-11.6%
0.03%
-25.6%
Q4 2022$814,474
+21.9%
6,716
+2.1%
0.04%
+2.6%
Q3 2022$668,000
+11.9%
6,575
+9.5%
0.04%
+5.6%
Q2 2022$597,000
-24.5%
6,002
-18.7%
0.04%
-25.0%
Q1 2022$791,000
+143.4%
7,387
+76.5%
0.05%
+152.6%
Q4 2021$325,000
+200.9%
4,186
+162.9%
0.02%
+137.5%
Q1 2021$108,000
+191.9%
1,592
+66.5%
0.01%
+60.0%
Q1 2020$37,000
-50.0%
956
+5.6%
0.01%
-44.4%
Q4 2019$74,000
-32.7%
905
-35.6%
0.01%
-43.8%
Q3 2019$110,000
+134.0%
1,405
+156.4%
0.02%
+128.6%
Q2 2019$47,000
-4.1%
5480.0%0.01%
-12.5%
Q1 2019$49,000
+14.0%
548
-2.1%
0.01%0.0%
Q4 2018$43,000
-27.1%
5600.0%0.01%
-27.3%
Q3 2018$59,0000.0%5600.0%0.01%
-8.3%
Q2 2018$59,000
+391.7%
560
+327.5%
0.01%
+300.0%
Q1 2018$12,000
+1100.0%
131
+2083.3%
0.00%
Q4 2017$1,0000.0%60.0%0.00%
Q3 2017$1,00060.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,962$1,069,0008.16%
Allied Investment Advisors, LLC 102,389$9,152,0006.35%
Beacon Capital Management, Inc. 1,408,080$125,854,0005.73%
WELCH CAPITAL PARTNERS LLC/NY 103,650$9,264,0003.15%
Regis Management CO LLC 420,959$37,625,0002.96%
WP Advisors, LLC 29,658$26,509,0002.89%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 49,491$4,424,0002.77%
Summit Financial, LLC 148,591$13,281,028,0002.28%
STARR INTERNATIONAL CO INC 56,000$5,005,0002.00%
Private Harbour Investment Management & Counsel, LLC 18,704$1,672,0001.74%
View complete list of VANGUARD WORLD FDS shareholders