WBH ADVISORY INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,389,438
-3.1%
32,222
-2.1%
0.42%
+0.2%
Q2 2023$3,499,482
+7.2%
32,918
-2.5%
0.42%
+1.7%
Q1 2023$3,265,098
+14.6%
33,776
-2.3%
0.41%
-0.7%
Q3 2022$2,848,000
+12.8%
34,582
+30.7%
0.41%
+22.0%
Q2 2022$2,524,000
-3.7%
26,450
+6.7%
0.34%
+4.7%
Q1 2022$2,621,000
-36.5%
24,798
-18.6%
0.32%
-31.6%
Q4 2021$4,129,000
+19.0%
30,462
+23.6%
0.47%
+0.9%
Q3 2021$3,469,000
-4.3%
24,644
+0.5%
0.47%
-12.1%
Q2 2021$3,625,000
+13.0%
24,522
-0.6%
0.53%
+2.3%
Q1 2021$3,208,000
+5.0%
24,672
-0.6%
0.52%
-1.3%
Q4 2020$3,056,000
+30.5%
24,811
+7.9%
0.53%
+11.2%
Q3 2020$2,342,000
+7.6%
22,988
-1.7%
0.47%
-10.2%
Q2 2020$2,176,000
+19.6%
23,397
-2.0%
0.53%
+23.4%
Q1 2020$1,819,000
-14.4%
23,883
+5.6%
0.43%
-1.6%
Q4 2019$2,125,000
+6.7%
22,624
-1.6%
0.43%
-2.9%
Q3 2019$1,992,000
-1.6%
22,987
-1.6%
0.45%
-4.7%
Q2 2019$2,025,000
+4.1%
23,361
+0.3%
0.47%
+1.3%
Q1 2019$1,945,000
+12.0%
23,290
-0.7%
0.46%
+9.7%
Q4 2018$1,737,000
-19.4%
23,458
-5.4%
0.42%
-19.3%
Q3 2018$2,156,000
+0.0%
24,792
-2.3%
0.52%
-6.4%
Q2 2018$2,155,000
-1.1%
25,380
-2.6%
0.56%
-5.7%
Q1 2018$2,180,000
-12.1%
26,060
-4.2%
0.59%
-10.3%
Q4 2017$2,480,000
-3.2%
27,210
-2.1%
0.66%
-7.6%
Q3 2017$2,563,000
-2.2%
27,784
-2.7%
0.72%
-2.7%
Q2 2017$2,621,000
-6.1%
28,544
-3.0%
0.74%
-12.1%
Q1 2017$2,792,000
-6.2%
29,433
-1.0%
0.84%
-15.7%
Q4 2016$2,976,000
+5.7%
29,721
-0.4%
0.99%
+3.0%
Q3 2016$2,815,000
-3.7%
29,826
+0.4%
0.96%
-15.3%
Q2 2016$2,922,000
+4.3%
29,702
-1.7%
1.14%
+21.2%
Q1 2016$2,802,000
+16.3%
30,225
+5.2%
0.94%
+11.4%
Q4 2015$2,410,000
+4.6%
28,728
-1.8%
0.84%
-12.1%
Q3 2015$2,305,000
-8.2%
29,251
+1.3%
0.96%
-2.9%
Q2 2015$2,511,000
+0.3%
28,879
-0.3%
0.99%
+40.6%
Q1 2015$2,503,000
-10.0%
28,963
-11.8%
0.70%
-33.0%
Q4 2014$2,780,000
-89.2%
32,820
+1.7%
1.05%
-88.4%
Q3 2014$25,815,000
+790.2%
32,257
-2.2%
9.07%
+727.6%
Q2 2014$2,900,000
+3.6%
32,972
+0.3%
1.10%
-1.5%
Q1 2014$2,798,000
-50.6%
32,885
-51.4%
1.11%
-2.6%
Q4 2013$5,660,000
+109.4%
67,660
+102.2%
1.14%
-5.5%
Q3 2013$2,703,000
-2.5%
33,462
-4.8%
1.21%
-5.7%
Q2 2013$2,773,00035,1461.28%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,320,561$120,369,0005.21%
Dynasty Wealth Management, LLC 12,500$1,139,0001.97%
Spruce Investment Advisors LLC 8,011$730,0001.50%
Trust Co 38,350$3,496,0001.44%
TRUST CO OF OKLAHOMA 22,750$2,073,663,0000.99%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 26,814$2,444,0000.99%
Heritage Trust Co 29,137$2,656,0000.95%
DOWLING & YAHNKE LLC 94,331$8,598,0000.78%
Visionary Asset Management, Inc. 30,350$2,766,0000.77%
MEITAV INVESTMENT HOUSE LTD 142,068$12,949,0000.76%
View complete list of VANGUARD WORLD FDS shareholders