HHM Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 342 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
HHM Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$183,773
+270.0%
1,450
+229.5%
0.04%
+300.0%
Q2 2023$49,672
-1.2%
4400.0%0.01%
-10.0%
Q1 2023$50,262
-5.8%
4400.0%0.01%
-16.7%
Q4 2022$53,363
+18.6%
4400.0%0.01%0.0%
Q3 2022$45,000
-16.7%
440
-18.4%
0.01%
-14.3%
Q2 2022$54,000
-80.4%
539
-79.0%
0.01%
-78.1%
Q1 2022$275,000
+38.2%
2,5690.0%0.06%
+33.3%
Q4 2021$199,000
+4.7%
2,5690.0%0.05%
-7.7%
Q3 2021$190,000
-2.6%
2,5690.0%0.05%
-1.9%
Q2 2021$195,000
+11.4%
2,5690.0%0.05%
-1.9%
Q1 2021$175,000
+31.6%
2,5690.0%0.05%
+17.4%
Q4 2020$133,000
+269.4%
2,569
+185.8%
0.05%
+228.6%
Q3 2020$36,000
-33.3%
899
-15.9%
0.01%
-39.1%
Q2 2020$54,000
+31.7%
1,0690.0%0.02%
+15.0%
Q1 2020$41,0001,0690.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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