Navis Wealth Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 893 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.4%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$554,422
-3.9%
2,358
+0.0%
0.80%
+51.8%
Q2 2023$577,025
+2.7%
2,3570.0%0.53%
-14.3%
Q1 2023$562,035
-3.8%
2,357
+0.0%
0.62%
-25.7%
Q4 2022$584,354
+30.7%
2,356
+17.8%
0.83%
+20.3%
Q3 2022$447,000
-5.1%
2,0000.0%0.69%
+36.6%
Q2 2022$471,000
-7.5%
2,0000.0%0.50%
+12.0%
Q1 2022$509,000
-4.5%
2,0000.0%0.45%
+0.7%
Q4 2021$533,000
+7.9%
2,0000.0%0.45%
+29.9%
Q3 2021$494,0000.0%2,0000.0%0.34%
-16.9%
Q2 2021$494,000
+7.9%
2,0000.0%0.42%
+16.9%
Q1 2021$458,000
+2.5%
2,0000.0%0.36%
-12.1%
Q4 2020$447,0002,0000.40%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 605,489$61,215,0007.24%
Beacon Capital Management, Inc. 230,944$23,349,0006.98%
New England Investment & Retirement Group, Inc. 108,576$10,977,0006.83%
WBH ADVISORY INC 230,206$23,274,0004.70%
Richard C. Young & CO., LTD. 201,537$20,375,0004.42%
NewFocus Financial Group, LLC 43,270$4,375,0003.69%
Main Management LLC 134,168$13,564,0003.23%
NIEMANN CAPITAL MANAGEMENT INC 31,558$3,190,554,0002.20%
IMA Wealth, Inc. 36,230$3,663,0001.74%
RAND WEALTH, LLC 94,725$9,577,0001.70%
View complete list of VANGUARD WORLD FDS shareholders