Capital Directions Investment Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 562 filers reported holding VANGUARD WORLD FDS in Q4 2019. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$59,284
+11.9%
2390.02%
+10.0%
Q3 2022$53,000
-5.4%
0
-100.0%
0.02%
+5.3%
Q2 2022$56,000
-8.2%
2390.0%0.02%0.0%
Q1 2022$61,000
+3.4%
2390.0%0.02%
+5.6%
Q3 2021$59,0000.0%2390.0%0.02%0.0%
Q2 2021$59,000
+11.3%
2390.0%0.02%0.0%
Q4 2020$53,000
+8.2%
2390.0%0.02%
-5.3%
Q3 2020$49,000
+6.5%
2390.0%0.02%
+5.6%
Q2 2020$46,000
+15.0%
2390.0%0.02%
+5.9%
Q1 2020$40,000
-13.0%
2390.0%0.02%
+13.3%
Q4 2019$46,000
+15.0%
2390.0%0.02%
+15.4%
Q3 2019$40,000
+5.3%
2390.0%0.01%0.0%
Q4 2018$38,000
-11.6%
2390.0%0.01%0.0%
Q3 2018$43,0002390.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2019
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 104,281$20,090,00018.21%
Allied Investment Advisors, LLC 95,358$18,371,00010.58%
CABANA LLC 528,624$101,839,0009.35%
Tatro Capital, LLC 30,973$5,967,0008.56%
Foundations Investment Advisors, LLC 449,483$87,941,0007.78%
Beacon Capital Management, Inc. 715,314$137,805,0007.04%
Capital Advantage, Inc. 100,673$19,395,0006.89%
Essex Private Wealth Management, LLC 30,512$5,878,0006.82%
Madden Advisory Services, Inc. 26,877$5,177,0005.37%
Morningstar Investment Management LLC 191,895$36,969,0005.10%
View complete list of VANGUARD WORLD FDS shareholders