investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best

VANGUARD WORLD FDS FINANCIALS
(92204A405)

Funds Reporting Holdings of VANGUARD WORLD FDS FINANCIALS according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Beacon Capital Management LLC 2,443,361 $168,616k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management Inc 2,443,361 $168,616k Jun 30, 2019 Jul 18, 2019
Bouchey Financial Group Ltd 130,320 $8,993k Jun 30, 2019 Jul 11, 2019
Kingfisher Capital LLC 79,995 $5,520k Jun 30, 2019 Aug 14, 2019
Quantitative Advantage LLC 79,738 $5,503k Jun 30, 2019 Aug 2, 2019
Keeley-Teton Advisors LLC 67,951 $4,689k Jun 30, 2019 Aug 12, 2019
Granite Investment Advisors LLC 55,589 $3,836k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 55,589 $3,836k Jun 30, 2019 Jul 23, 2019
Exchange Capital Management Inc 43,151 $2,978k Jun 30, 2019 Jul 22, 2019
Madden Advisory Services Inc 42,287 $2,918k Jun 30, 2019 Jul 22, 2019
American Financial Network Advisory Services LLC 30,596 $2,082k Jun 30, 2019 Aug 9, 2019
RAAB & Moskowitz Asset Management LLC 29,282 $2,020k Jun 30, 2019 Aug 9, 2019
Newport Wealth Strategies Inc 22,795 $1,585k Jun 30, 2019 Jul 22, 2019
Ascension Asset Management LLC 22,275 $1,537k Jun 30, 2019 Jul 23, 2019
Private Vista LLC 15,376 $1,061k Jun 30, 2019 Jul 19, 2019
California Capital Advisors Inc 14,350 $990k Jun 30, 2019 Jul 15, 2019
Spearhead Capital Advisors LLC 11,370 $785k Jun 30, 2019 Jul 17, 2019
Newfocus Financial Group LLC 11,329 $782k Jun 30, 2019 Jul 23, 2019
Bigelow Investment Advisors LLC 9,125 $630k Jun 30, 2019 Jul 17, 2019
Windham Capital Management LLC 8,737 $603k Jun 30, 2019 Aug 14, 2019
Meristem Family Wealth LLC 7,442 $514k Jun 30, 2019 Aug 6, 2019
Grace Capital 7,286 $503k Jun 30, 2019 Aug 14, 2019
Vista Investment Management LLC 5,889 $406k Jun 30, 2019 Aug 14, 2019
The Fiduciary Group LLC 5,700 $393k Jun 30, 2019 Aug 14, 2019
Waters Parkerson & Co LLC 5,525 $381k Jun 30, 2019 Aug 6, 2019
Confluence Wealth Management LLC 4,859 $335k Jun 30, 2019 Aug 9, 2019
Wealthstar Advisors LLC 4,708 $327k Jun 30, 2019 Aug 7, 2019
WP Advisors LLC 4,091 $282k Jun 30, 2019 Jul 23, 2019
White Lighthouse Investment Management Inc 4,020 $277k Jun 30, 2019 Jul 31, 2019
Northstar Asset Management LLC 735 $51k Jun 30, 2019 Jul 16, 2019
1919 Investment Counsel LLC 550 $26k Sep 30, 2014 Nov 14, 2014
Tower VIEW Investment Management & Research LLC 218 $15k Jun 30, 2019 Jul 17, 2019
Kayne Anderson Rudnick Investment Management LLC 111 $8k Jun 30, 2019 Aug 14, 2019
Spectrum Group Management LLC 71 $5k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 71 $5k Jun 30, 2019 Aug 2, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Recently Searched Firms

Copyright © 2019 by InvestingReview.org / All Rights Reserved.