MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 369 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$800,000
-32.0%
5,694
-33.6%
0.06%
-35.6%
Q4 2020$1,176,000
-5.2%
8,573
-1.8%
0.09%
-16.7%
Q3 2020$1,240,000
-20.2%
8,728
-30.6%
0.11%
-28.0%
Q2 2020$1,554,000
+43.0%
12,570
+41.0%
0.15%
+20.0%
Q1 2020$1,087,000
-22.7%
8,915
-9.4%
0.12%
-5.3%
Q4 2019$1,406,000
-1.1%
9,841
-0.6%
0.13%
-13.2%
Q3 2019$1,422,000
+32.9%
9,899
+23.0%
0.15%
+36.9%
Q2 2019$1,070,000
+15.1%
8,049
+12.2%
0.11%
+9.9%
Q1 2019$930,000
+10.1%
7,174
+0.0%
0.10%
-3.8%
Q4 2018$845,0007,1720.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,346,387$174,492,0007.94%
USA FINANCIAL FORMULAS 43,276$5,609,0003.53%
Berkeley Capital Partners, LLC 54,084$7,009,0003.47%
Invst, LLC 53,576$6,897,0003.46%
FIRST NATIONAL CORP /MA/ /ADV 49,044$6,356,0002.64%
Hamilton Wealth, LLC 22,078$2,861,0002.27%
ORSER CAPITAL MANAGEMENT, LLC 15,895$2,060,0002.27%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 113,979$14,771,0002.17%
FIFTH THIRD SECURITIES, INC. 11,745$1,522,0001.72%
American Investment Services, Inc. 39,377$5,103,0001.62%
View complete list of VANGUARD WORLD FDS shareholders