WBH ADVISORY INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$17,660,041
-5.8%
75,117
-1.9%
2.17%
-2.5%
Q2 2023$18,753,681
+1.6%
76,602
-1.0%
2.22%
-3.6%
Q1 2023$18,452,015
+5.5%
77,380
-1.0%
2.30%
-8.7%
Q3 2022$17,484,000
-6.0%
78,157
+1.1%
2.52%
+1.7%
Q2 2022$18,599,000
-3.8%
77,323
-1.8%
2.48%
+4.6%
Q1 2022$19,324,000
-7.9%
78,728
-0.0%
2.37%
-0.9%
Q4 2021$20,981,000
+9.2%
78,750
+1.3%
2.39%
-7.4%
Q3 2021$19,207,000
+0.3%
77,712
+2.9%
2.58%
-7.9%
Q2 2021$19,141,000
+10.0%
75,512
-0.7%
2.80%
-0.4%
Q1 2021$17,394,000
-6.3%
76,039
-3.5%
2.82%
-11.9%
Q4 2020$18,571,000
+11.8%
78,799
-3.2%
3.20%
-4.7%
Q3 2020$16,613,000
+4.5%
81,437
-1.3%
3.35%
-12.8%
Q2 2020$15,895,000
+7.5%
82,512
-7.3%
3.85%
+10.9%
Q1 2020$14,789,000
-14.5%
89,043
-1.2%
3.47%
-1.9%
Q4 2019$17,287,000
+13.0%
90,161
-1.2%
3.54%
+2.9%
Q3 2019$15,297,000
-6.4%
91,229
-2.9%
3.44%
-9.3%
Q2 2019$16,341,000
-1.7%
93,946
-2.5%
3.79%
-4.2%
Q1 2019$16,619,000
+6.2%
96,353
-1.1%
3.95%
+4.1%
Q4 2018$15,642,000
-12.1%
97,398
-1.2%
3.80%
-11.9%
Q3 2018$17,788,000
+11.6%
98,600
-1.6%
4.31%
+4.3%
Q2 2018$15,946,000
+3.8%
100,202
+0.1%
4.13%
-1.1%
Q1 2018$15,367,000
-1.0%
100,094
-0.6%
4.18%
+0.9%
Q4 2017$15,518,000
-0.7%
100,681
-1.9%
4.14%
-5.1%
Q3 2017$15,623,000
+2.4%
102,600
-0.9%
4.36%
+1.8%
Q2 2017$15,260,000
+6.8%
103,554
-0.1%
4.28%
+0.0%
Q1 2017$14,285,000
+17.5%
103,654
+8.0%
4.28%
+5.6%
Q4 2016$12,162,000
-5.9%
95,938
-1.4%
4.05%
-8.3%
Q3 2016$12,924,000
+1.6%
97,255
-0.2%
4.42%
-10.7%
Q2 2016$12,720,000
+3.3%
97,481
-2.4%
4.95%
+20.1%
Q1 2016$12,314,000
-6.9%
99,877
+0.4%
4.12%
-10.8%
Q4 2015$13,221,000
+3.5%
99,499
-4.6%
4.62%
-13.0%
Q3 2015$12,776,000
-11.4%
104,248
+1.2%
5.31%
-6.4%
Q2 2015$14,423,000
+3.0%
103,053
-0.2%
5.67%
+44.3%
Q1 2015$14,000,000
-6.2%
103,306
-13.0%
3.93%
-30.2%
Q4 2014$14,921,000
+7.0%
118,808
-0.3%
5.63%
+14.8%
Q3 2014$13,943,000
+6.1%
119,187
+1.3%
4.90%
-1.4%
Q2 2014$13,138,000
+5.9%
117,695
+1.4%
4.97%
+0.6%
Q1 2014$12,406,000
-46.7%
116,031
-49.6%
4.94%
+5.0%
Q4 2013$23,274,000
+126.9%
230,206
+109.1%
4.70%
+2.3%
Q3 2013$10,256,000
+8.9%
110,113
+1.0%
4.59%
+5.4%
Q2 2013$9,419,000109,0304.36%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders