WBH ADVISORY INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 288 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,419,401
-5.9%
12,408
-0.8%
0.30%
-2.6%
Q2 2023$2,571,642
+13.7%
12,512
+5.3%
0.30%
+7.8%
Q1 2023$2,262,734
+33.5%
11,877
+10.4%
0.28%
+15.5%
Q3 2022$1,695,000
-3.7%
10,761
+0.2%
0.24%
+4.3%
Q2 2022$1,760,000
-26.6%
10,740
-17.6%
0.24%
-20.1%
Q1 2022$2,397,000
-31.3%
13,036
-24.1%
0.29%
-26.1%
Q4 2021$3,488,000
+39.6%
17,186
+29.2%
0.40%
+18.5%
Q3 2021$2,499,000
+20.2%
13,299
+26.2%
0.34%
+10.2%
Q2 2021$2,079,000
+3.0%
10,537
-1.2%
0.30%
-6.7%
Q1 2021$2,018,000
+4.0%
10,661
-3.8%
0.33%
-2.1%
Q4 2020$1,941,000
+16.1%
11,083
-4.0%
0.33%
-0.9%
Q3 2020$1,672,000
+5.6%
11,548
-5.3%
0.34%
-12.0%
Q2 2020$1,584,000
+20.5%
12,194
+2.3%
0.38%
+24.4%
Q1 2020$1,314,000
-20.4%
11,916
+11.0%
0.31%
-8.9%
Q4 2019$1,651,000
+1.6%
10,734
-3.5%
0.34%
-7.4%
Q3 2019$1,625,000
-0.8%
11,127
-1.0%
0.36%
-3.9%
Q2 2019$1,638,000
+2.4%
11,237
-1.7%
0.38%
-0.3%
Q1 2019$1,600,000
+16.2%
11,4370.0%0.38%
+14.1%
Q4 2018$1,377,000
+7.9%
11,437
+32.4%
0.33%
+8.1%
Q3 2018$1,276,000
+7.0%
8,641
-1.6%
0.31%0.0%
Q2 2018$1,192,000
-2.4%
8,7810.0%0.31%
-6.9%
Q1 2018$1,221,000
-1.4%
8,781
+1.0%
0.33%
+0.6%
Q4 2017$1,238,000
+3.3%
8,697
-2.7%
0.33%
-1.5%
Q3 2017$1,199,000
+3.9%
8,937
-0.6%
0.34%
+3.4%
Q2 2017$1,154,000
-3.4%
8,987
-6.9%
0.32%
-9.5%
Q1 2017$1,194,000
+23.3%
9,654
+18.8%
0.36%
+10.8%
Q4 2016$968,000
+5.6%
8,123
-1.8%
0.32%
+2.9%
Q3 2016$917,000
+0.9%
8,273
-3.4%
0.31%
-11.3%
Q2 2016$909,000
+4.8%
8,563
+3.8%
0.35%
+22.1%
Q1 2016$867,000
-3.6%
8,249
-7.4%
0.29%
-7.6%
Q4 2015$899,000
-21.4%
8,908
-26.1%
0.31%
-33.9%
Q3 2015$1,144,000
+452.7%
12,049
+507.3%
0.48%
+486.4%
Q2 2015$207,000
-2.4%
1,9840.0%0.08%
+37.3%
Q1 2015$212,000
-7.8%
1,984
-8.1%
0.06%
-32.2%
Q4 2014$230,0002,1600.09%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 123,277$25,020,0007.82%
Beacon Capital Management, Inc. 1,131,004$229,549,0007.64%
CABANA LLC 9,824$1,994,0007.01%
Berkeley Capital Partners, LLC 44,802$9,093,0003.74%
MCDONALD PARTNERS LLC 18,349$3,724,113,0003.45%
ABSOLUTE CAPITAL MANAGEMENT, LLC 18,349$3,724,113,0003.45%
Tranquilli Financial Advisor LLC 24,155$4,902,0003.43%
Proquility Private Wealth Partners, LLC 43,692$8,339,0002.94%
Cadent Capital Advisors, LLC 29,818$6,052,0002.67%
EXCHANGE TRADED CONCEPTS, LLC 656,923$133,329,0002.58%
View complete list of VANGUARD WORLD FDS shareholders