FLAGSHIP HARBOR ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
FLAGSHIP HARBOR ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$554,030
-3.8%
4,344
+7.3%
0.05%
-4.2%
Q2 2023$575,650
+418.6%
4,049
+368.1%
0.05%
+220.0%
Q3 2020$111,000
-9.8%
865
-13.4%
0.02%
-16.7%
Q2 2020$123,000
-0.8%
999
-1.7%
0.02%
-28.0%
Q1 2020$124,000
-14.5%
1,0160.0%0.02%0.0%
Q4 2019$145,000
-4.0%
1,016
-3.5%
0.02%
-16.7%
Q3 2019$151,000
+7.9%
1,0530.0%0.03%
+3.4%
Q2 2019$140,000
-30.3%
1,053
-32.2%
0.03%
-29.3%
Q1 2019$201,000
+33.1%
1,552
+20.5%
0.04%
+10.8%
Q4 2018$151,000
+1.3%
1,288
+1.6%
0.04%
+32.1%
Q3 2018$149,000
+4.9%
1,268
+3.3%
0.03%0.0%
Q2 2018$142,0001,2280.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders