FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 336 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.3%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2020$7,000
-76.7%
198
-67.8%
0.00%
-75.0%
Q2 2020$30,000
-56.5%
615
-65.8%
0.00%
-71.4%
Q1 2020$69,000
-76.5%
1,798
-50.0%
0.01%
-72.5%
Q4 2019$293,000
+154.8%
3,596
+143.0%
0.05%
+121.7%
Q3 2019$115,000
-12.9%
1,480
-5.2%
0.02%
-14.8%
Q2 2019$132,000
-14.8%
1,561
-10.3%
0.03%
-15.6%
Q1 2019$155,000
+16.5%
1,740
+0.2%
0.03%0.0%
Q4 2018$133,000
-32.1%
1,737
-5.6%
0.03%
-11.1%
Q3 2018$196,000
-70.7%
1,840
-71.1%
0.04%
-73.1%
Q2 2018$669,000
+23.7%
6,375
+6.2%
0.13%
-16.8%
Q1 2018$541,000
+165.2%
6,004
+183.3%
0.16%
+106.4%
Q1 2017$204,000
-4.2%
2,119
+4.0%
0.08%
-15.2%
Q4 2016$213,0002,0380.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 245,987$26,308,0007.09%
Beacon Capital Management, Inc. 838,944$89,725,0006.92%
D'Orazio & Associates, Inc. 85,180$9,110,0006.06%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 87,430$9,351,0004.46%
Summit Equities Inc 126,329$13,510,0004.08%
Regis Management CO LLC 144,336$15,437,0003.98%
Northside Capital Management, LLC 39,889$4,266,0002.87%
Baker Ellis Asset Management LLC 59,508$6,364,0002.14%
CHARTIST INC /CA/ 41,536$4,402,0002.12%
Capital Advantage, Inc. 47,427$5,072,0001.98%
View complete list of VANGUARD WORLD FDS shareholders