Wealthcare Advisory Partners LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 860 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,067,661
-8.3%
7,394
-2.3%
0.14%
-6.0%
Q2 2023$3,347,059
+15.7%
7,570
+0.9%
0.15%
+21.0%
Q1 2023$2,891,752
+147.5%
7,502
+105.1%
0.12%
+121.4%
Q4 2022$1,168,529
+36.7%
3,658
+31.6%
0.06%
+14.3%
Q3 2022$855,000
-5.2%
2,780
+0.7%
0.05%
-10.9%
Q2 2022$902,000
-18.5%
2,762
+3.9%
0.06%
-17.9%
Q1 2022$1,107,000
-9.7%
2,658
-0.7%
0.07%
-8.2%
Q4 2021$1,226,000
+359.2%
2,676
+300.6%
0.07%
+305.6%
Q2 2021$267,000
+11.7%
6680.0%0.02%
+5.9%
Q1 2021$239,000
+9.1%
668
+8.1%
0.02%
-10.5%
Q4 2020$219,000
-5.6%
618
-25.7%
0.02%
-34.5%
Q2 2020$232,000
+50.6%
832
+14.8%
0.03%
+26.1%
Q1 2020$154,000
+21.3%
725
+39.7%
0.02%
+43.8%
Q4 2019$127,000
+13.4%
5190.0%0.02%0.0%
Q3 2019$112,000
+2.8%
5190.0%0.02%
-5.9%
Q2 2019$109,000
+2.8%
519
-1.5%
0.02%
-5.6%
Q1 2019$106,000
+17.8%
527
-1.9%
0.02%
+5.9%
Q4 2018$90,000
-17.4%
5370.0%0.02%
-15.0%
Q3 2018$109,000
+19.8%
537
+7.4%
0.02%
+11.1%
Q2 2018$91,000
+102.2%
500
+88.0%
0.02%
+80.0%
Q1 2018$45,000
+2.3%
2660.0%0.01%
-9.1%
Q4 2017$44,000
+10.0%
266
+0.4%
0.01%
-8.3%
Q3 2017$40,0002650.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders