Financial Advocates Investment Management - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 561 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,123,417
-8.7%
4,224
-6.6%
0.07%
-1.4%
Q1 2024$1,230,545
+6.5%
4,524
-1.2%
0.07%
-6.6%
Q4 2023$1,155,496
-8.9%
4,578
-14.8%
0.08%
-16.5%
Q3 2023$1,267,701
-3.1%
5,371
+0.5%
0.09%
-2.2%
Q2 2023$1,307,980
-14.3%
5,343
-16.5%
0.09%
-15.5%
Q1 2023$1,526,205
+4.5%
6,401
+8.7%
0.11%
+0.9%
Q4 2022$1,460,606
+67.1%
5,889
+24.3%
0.11%
+51.4%
Q3 2022$874,000
-56.2%
4,738
-44.1%
0.07%
-55.6%
Q2 2022$1,995,000
+14.3%
8,471
+23.5%
0.16%
+40.9%
Q1 2022$1,745,000
-47.5%
6,858
-73.7%
0.12%
-45.0%
Q4 2021$3,323,000
+147.2%
26,122
+380.4%
0.21%
+129.7%
Q3 2021$1,344,000
-7.6%
5,437
-62.7%
0.09%
-6.2%
Q2 2021$1,455,000
+12.7%
14,566
+158.2%
0.10%
+5.4%
Q1 2021$1,291,000
+7.1%
5,642
+4.8%
0.09%
+12.2%
Q4 2020$1,205,000
+34.8%
5,382
+22.8%
0.08%
+7.9%
Q3 2020$894,000
+3.4%
4,383
-2.4%
0.08%
-7.3%
Q2 2020$865,000
+9.8%
4,491
-5.4%
0.08%
-26.8%
Q1 2020$788,000
-9.6%
4,745
+4.3%
0.11%
+20.4%
Q4 2019$872,000
+36.7%
4,549
+19.5%
0.09%
+27.4%
Q3 2019$638,000
-18.1%
3,806
-15.0%
0.07%
-18.9%
Q2 2019$779,000
+5.6%
4,478
+4.6%
0.09%
-2.2%
Q1 2019$738,000
+25.3%
4,282
+16.6%
0.09%
+15.0%
Q4 2018$589,000
-10.9%
3,673
+0.2%
0.08%
+8.1%
Q3 2018$661,000
+14.0%
3,667
+1.0%
0.07%
+5.7%
Q2 2018$580,000
+7.6%
3,632
+3.4%
0.07%0.0%
Q1 2018$539,000
-14.6%
3,511
-14.1%
0.07%
-18.6%
Q4 2017$631,0004,0880.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 104,281$20,090,00018.21%
Allied Investment Advisors, LLC 95,358$18,371,00010.58%
CABANA LLC 528,624$101,839,0009.35%
Tatro Capital, LLC 30,973$5,967,0008.56%
EXECUTIVE WEALTH GROUP LLC 52,272$10,070,1058.06%
Foundations Investment Advisors, LLC 449,483$87,941,0007.78%
Beacon Capital Management, Inc. 715,314$137,805,0007.04%
Capital Advantage, Inc. 100,673$19,395,0006.89%
Essex Private Wealth Management, LLC 30,512$5,878,0006.82%
Madden Advisory Services, Inc. 26,877$5,177,0005.37%
View complete list of VANGUARD WORLD FDS shareholders