FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 226 filers reported holding VANGUARD WORLD FDS in Q3 2017. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$210,000
+25.7%
1,053
+2.8%
0.02%
-13.0%
Q3 2020$167,000
-26.1%
1,024
-32.5%
0.02%
-30.3%
Q2 2020$226,000
+9.7%
1,516
+1.7%
0.03%
-19.5%
Q1 2020$206,000
-15.9%
1,491
-2.1%
0.04%
-4.7%
Q4 2019$245,000
-16.9%
1,523
-19.2%
0.04%
-25.9%
Q3 2019$295,000
+3.9%
1,885
-1.6%
0.06%
-1.7%
Q2 2019$284,000
-6.0%
1,915
-8.1%
0.06%
-4.8%
Q1 2019$302,000
-4.7%
2,083
-14.0%
0.06%
-19.5%
Q4 2018$317,000
-13.4%
2,423
-7.3%
0.08%
+13.2%
Q3 2018$366,000
+16.6%
2,613
+11.4%
0.07%
+7.9%
Q2 2018$314,000
-1.9%
2,346
-1.6%
0.06%
-33.7%
Q1 2018$320,000
-21.4%
2,383
-14.4%
0.10%
-18.8%
Q4 2017$407,000
+3.8%
2,783
-1.6%
0.12%
-7.9%
Q3 2017$392,000
+4.3%
2,829
+5.3%
0.13%
-3.1%
Q2 2017$376,0002,6860.13%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2017
NameSharesValueWeighting ↓
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 33,220$4,288,00013.35%
D'Orazio & Associates, Inc. 192,064$24,790,00012.10%
Berkeley Capital Partners, LLC 54,664$7,056,0005.74%
New England Investment & Retirement Group, Inc. 78,438$10,124,0005.34%
Madden Advisory Services, Inc. 30,316$3,912,0002.58%
Quantitative Advantage, LLC 53,754$6,938,0001.97%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22,705$2,931,0001.97%
McKinley Carter Wealth Services, Inc. 24,764$3,196,0001.83%
Estate Counselors, LLC 28,850$3,724,0001.52%
RAND WEALTH, LLC 63,384$8,181,0001.16%
View complete list of VANGUARD WORLD FDS shareholders