WBH ADVISORY INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 251 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$611,066
-36.4%
3,542
-32.9%
0.08%
-34.2%
Q2 2023$960,074
+31.6%
5,276
+28.6%
0.11%
+25.3%
Q1 2023$729,595
+41.7%
4,103
+18.2%
0.09%
+23.0%
Q3 2022$515,000
+2.8%
3,471
+9.6%
0.07%
+10.4%
Q2 2022$501,000
-41.1%
3,166
-29.3%
0.07%
-35.6%
Q1 2022$850,000
-3.5%
4,475
+0.0%
0.10%
+3.0%
Q4 2021$881,000
+25.3%
4,474
+10.3%
0.10%
+6.3%
Q3 2021$703,000
+17.0%
4,057
+21.4%
0.10%
+8.0%
Q2 2021$601,000
-1.8%
3,342
-5.6%
0.09%
-11.1%
Q1 2021$612,000
+5.0%
3,539
-0.0%
0.10%
-1.0%
Q4 2020$583,000
+20.2%
3,540
-1.8%
0.10%
+2.0%
Q3 2020$485,000
+3.9%
3,605
-6.9%
0.10%
-13.3%
Q2 2020$467,000
+24.9%
3,872
-0.6%
0.11%
+28.4%
Q1 2020$374,000
-35.0%
3,894
-9.2%
0.09%
-25.4%
Q4 2019$575,000
+3.0%
4,290
-2.9%
0.12%
-5.6%
Q3 2019$558,000
-1.4%
4,418
-0.1%
0.12%
-4.6%
Q2 2019$566,000
+3.5%
4,421
-0.6%
0.13%
+0.8%
Q1 2019$547,000
+19.7%
4,448
+7.8%
0.13%
+17.1%
Q4 2018$457,000
-4.2%
4,128
+13.3%
0.11%
-4.3%
Q3 2018$477,000
-11.0%
3,642
-10.7%
0.12%
-16.5%
Q2 2018$536,000
-0.6%
4,080
-2.5%
0.14%
-5.4%
Q1 2018$539,000
-9.1%
4,185
-3.6%
0.15%
-7.0%
Q4 2017$593,000
-2.0%
4,341
-7.9%
0.16%
-6.5%
Q3 2017$605,000
+5.6%
4,7140.0%0.17%
+5.0%
Q2 2017$573,000
+0.2%
4,714
-2.1%
0.16%
-5.8%
Q1 2017$572,000
+19.2%
4,814
+12.6%
0.17%
+6.9%
Q4 2016$480,000
+5.7%
4,275
+0.5%
0.16%
+3.2%
Q3 2016$454,000
-1.3%
4,253
-5.4%
0.16%
-13.4%
Q2 2016$460,000
-0.2%
4,494
-4.5%
0.18%
+16.2%
Q1 2016$461,000
+1.1%
4,705
-2.9%
0.15%
-3.1%
Q4 2015$456,000
-25.4%
4,846
-30.8%
0.16%
-37.4%
Q3 2015$611,000
-12.0%
7,002
+8.5%
0.25%
-7.0%
Q2 2015$694,000
-0.6%
6,452
+0.3%
0.27%
+39.3%
Q1 2015$698,000
-5.8%
6,430
-6.9%
0.20%
-29.7%
Q4 2014$741,000
-4.0%
6,903
-1.6%
0.28%
+3.0%
Q3 2014$772,000
+4.3%
7,012
+5.9%
0.27%
-3.2%
Q2 2014$740,000
+32.9%
6,621
+26.3%
0.28%
+26.1%
Q1 2014$557,0005,2430.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,167,810$202,300,0007.48%
M Financial Asset Management, Inc. 8,048$1,394,0006.75%
Quaker Wealth Management, LLC 29,724$5,149,0005.91%
CAPITAL WEALTH MANAGEMENT, LLC 37,788$6,546,0005.06%
Berkeley Capital Partners, LLC 51,410$8,906,0004.10%
Tranquilli Financial Advisor LLC 25,575$4,430,0003.32%
TAP Consulting, LLC 60,271$10,441,0002.80%
Spring Creek Investment Management, LLC 6,000$1,039,0002.46%
Tatro Capital, LLC 16,920$2,931,0002.29%
Ameritas Investment Company, LLC 267,768$46,385,0002.14%
View complete list of VANGUARD WORLD FDS shareholders