WBH ADVISORY INC - 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
WBH ADVISORY INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,202,325
+6.3%
17,377
-5.3%
0.27%
+10.2%
Q2 2023$2,071,190
-1.0%
18,347
+0.1%
0.24%
-6.1%
Q1 2023$2,092,919
+5.6%
18,322
-6.1%
0.26%
-8.7%
Q3 2022$1,982,000
+0.5%
19,513
-3.7%
0.29%
+8.7%
Q2 2022$1,973,000
-9.9%
20,257
-0.0%
0.26%
-2.2%
Q1 2022$2,190,000
+40.2%
20,263
+0.7%
0.27%
+51.1%
Q4 2021$1,562,000
+17.9%
20,122
+12.2%
0.18%0.0%
Q3 2021$1,325,000
+10.7%
17,931
+4.8%
0.18%
+1.7%
Q2 2021$1,197,000
+3.2%
17,106
+0.3%
0.18%
-6.9%
Q1 2021$1,160,000
+13.0%
17,053
+0.0%
0.19%
+6.2%
Q4 2020$1,027,000
+94.5%
17,048
+30.2%
0.18%
+65.4%
Q3 2020$528,000
-67.6%
13,096
-59.6%
0.11%
-72.8%
Q2 2020$1,629,000
+178.0%
32,395
+111.2%
0.39%
+187.6%
Q1 2020$586,000
-58.9%
15,338
-12.4%
0.14%
-53.1%
Q4 2019$1,426,000
-3.7%
17,505
-7.8%
0.29%
-12.3%
Q3 2019$1,481,000
-34.0%
18,993
-28.1%
0.33%
-36.0%
Q2 2019$2,245,000
-1.4%
26,414
+3.6%
0.52%
-4.1%
Q1 2019$2,277,000
+14.2%
25,485
-1.5%
0.54%
+12.0%
Q4 2018$1,994,000
+12.7%
25,866
+53.5%
0.48%
+12.8%
Q3 2018$1,770,000
-2.5%
16,848
-2.5%
0.43%
-8.9%
Q2 2018$1,815,000
+13.4%
17,277
-0.4%
0.47%
+8.3%
Q1 2018$1,601,000
+0.9%
17,342
+8.1%
0.44%
+2.8%
Q4 2017$1,587,000
+10.2%
16,046
+4.2%
0.42%
+5.2%
Q3 2017$1,440,000
-5.1%
15,394
-10.2%
0.40%
-5.6%
Q2 2017$1,517,000
-15.0%
17,151
-7.1%
0.43%
-20.4%
Q1 2017$1,785,000
-7.9%
18,467
-0.3%
0.54%
-17.2%
Q4 2016$1,938,000
+6.5%
18,515
-0.6%
0.65%
+3.9%
Q3 2016$1,819,000
-4.3%
18,623
-6.8%
0.62%
-15.9%
Q2 2016$1,900,000
+5.7%
19,978
-4.5%
0.74%
+22.9%
Q1 2016$1,798,000
+14.9%
20,921
+11.1%
0.60%
+10.1%
Q4 2015$1,565,000
-45.1%
18,830
-44.0%
0.55%
-53.8%
Q3 2015$2,851,000
+146.4%
33,643
+210.9%
1.18%
+160.2%
Q2 2015$1,157,000
+8.6%
10,821
+11.0%
0.46%
+52.2%
Q1 2015$1,065,000
+28.8%
9,751
+31.6%
0.30%
-4.2%
Q4 2014$827,000
+232.1%
7,409
+288.9%
0.31%
+258.6%
Q3 2014$249,000
-9.1%
1,9050.0%0.09%
-16.3%
Q2 2014$274,000
+12.3%
1,9050.0%0.10%
+7.2%
Q1 2014$244,000
-49.2%
1,905
-50.0%
0.10%0.0%
Q4 2013$480,000
+111.5%
3,810
+100.5%
0.10%
-4.9%
Q3 2013$227,000
+6.6%
1,900
+0.1%
0.10%
+3.0%
Q2 2013$213,0001,8990.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
TrueWealth Financial Partners 119,282$15,117,80912.43%
Main Management ETF Advisors, LLC 973,005$123,3198.76%
Beacon Capital Management, Inc. 1,761,010$223,190,4078.27%
Boxwood Ventures, Inc. 27,720$3,5377.16%
RFG HOLDINGS, INC. 72,674$9,210,7785.20%
Polianta Ltd 66,000$8,3644.13%
CMH Wealth Management LLC 110,925$14,154,3813.96%
GoalFusion Wealth Management, LLC 41,653$5,279,1013.92%
Tranquilli Financial Advisor LLC 42,755$5,418,7693.91%
Main Management LLC 283,281$35,9033.64%
View complete list of VANGUARD WORLD FDS shareholders