WBH ADVISORY INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 367 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,131,983
-14.3%
16,716
-4.5%
0.26%
-11.2%
Q2 2023$2,488,130
-5.1%
17,501
-1.5%
0.30%
-9.8%
Q1 2023$2,620,558
+11.8%
17,764
+7.8%
0.33%
-3.3%
Q3 2022$2,344,000
-8.4%
16,480
-1.8%
0.34%
-1.2%
Q2 2022$2,560,000
-6.7%
16,779
-2.5%
0.34%
+1.5%
Q1 2022$2,743,000
+0.4%
17,207
-1.5%
0.34%
+8.0%
Q4 2021$2,733,000
+11.4%
17,477
-0.9%
0.31%
-5.5%
Q3 2021$2,453,000
-3.3%
17,632
-0.2%
0.33%
-11.3%
Q2 2021$2,536,000
+2.0%
17,666
-0.1%
0.37%
-7.5%
Q1 2021$2,486,000
-1.2%
17,691
-2.8%
0.40%
-7.2%
Q4 2020$2,516,000
+0.4%
18,194
-6.3%
0.43%
-14.4%
Q3 2020$2,506,000
+11.2%
19,409
+6.5%
0.51%
-7.3%
Q2 2020$2,254,000
-7.3%
18,231
-8.6%
0.55%
-4.2%
Q1 2020$2,432,000
-15.2%
19,947
-0.6%
0.57%
-2.7%
Q4 2019$2,868,000
-1.9%
20,075
-1.4%
0.59%
-10.8%
Q3 2019$2,925,000
+7.4%
20,365
-0.6%
0.66%
+4.1%
Q2 2019$2,723,000
+1.3%
20,486
-1.2%
0.63%
-1.3%
Q1 2019$2,687,000
+9.9%
20,739
-0.1%
0.64%
+7.6%
Q4 2018$2,446,000
-0.4%
20,766
-0.4%
0.59%
-0.2%
Q3 2018$2,456,000
+1.0%
20,844
-0.6%
0.60%
-5.6%
Q2 2018$2,432,000
+0.3%
20,976
-3.2%
0.63%
-4.4%
Q1 2018$2,424,000
-2.3%
21,680
+2.1%
0.66%
-0.3%
Q4 2017$2,480,000
-3.4%
21,227
-3.5%
0.66%
-7.8%
Q3 2017$2,568,000
-0.2%
21,990
-2.4%
0.72%
-0.7%
Q2 2017$2,574,000
-0.5%
22,529
-1.9%
0.72%
-6.8%
Q1 2017$2,587,000
+9.2%
22,972
+3.8%
0.78%
-1.9%
Q4 2016$2,369,000
+0.2%
22,141
-0.1%
0.79%
-2.3%
Q3 2016$2,365,000
-7.5%
22,166
-0.8%
0.81%
-18.8%
Q2 2016$2,558,000
+4.5%
22,344
-1.9%
1.00%
+21.5%
Q1 2016$2,449,000
+11.5%
22,784
-2.6%
0.82%
+6.9%
Q4 2015$2,196,000
-4.1%
23,387
-5.0%
0.77%
-19.3%
Q3 2015$2,290,000
+12.1%
24,626
+8.4%
0.95%
+18.4%
Q2 2015$2,043,000
-7.3%
22,723
-0.1%
0.80%
+29.9%
Q1 2015$2,203,000
-17.7%
22,739
-13.1%
0.62%
-38.8%
Q4 2014$2,676,000
+10.8%
26,152
-1.2%
1.01%
+18.8%
Q3 2014$2,416,000
+37.1%
26,465
+45.2%
0.85%
+27.5%
Q2 2014$1,762,000
+28.8%
18,229
+20.6%
0.67%
+22.4%
Q1 2014$1,368,000
+147.8%
15,121
+127.7%
0.54%
+390.1%
Q4 2013$552,0006,6400.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Hound Partners 370,665$47,274,61410.48%
Unconventional Investor, LLC 83,071$10,594,8599.28%
Beacon Capital Management, Inc. 1,125,922$143,600,0925.32%
Gunma Bank,Ltd. 49,000$6,2494.55%
Allied Investment Advisors, LLC 104,318$13,304,7183.98%
FIRST NATIONAL CORP /MA/ /ADV 100,981$12,879,1363.46%
FFG RETIREMENT ADVISORS LLC 27,210$3,470,3632.88%
Solitude Financial Services 36,491$4,654,0622.63%
Tranquilli Financial Advisor LLC 25,378$3,236,7102.34%
DHK Financial Advisors, Inc. 18,220$2,345,8682.09%
View complete list of VANGUARD WORLD FDS shareholders