Asset Dedication, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 446 filers reported holding VANGUARD WORLD FDS in Q3 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$1,464,127
+94911.5%
5,504
-3.5%
0.10%
-11.3%
Q1 2024$1,541
-39.1%
5,702
-42.6%
0.12%
-44.2%
Q4 2023$2,529
+7.6%
9,939
-1.8%
0.21%
+3.0%
Q3 2023$2,350
-0.6%
10,122
+2.3%
0.20%
-1.0%
Q2 2023$2,365
+9.6%
9,892
+7.9%
0.20%
+1.0%
Q1 2023$2,157
+4.2%
9,170
+7.1%
0.20%
-4.8%
Q4 2022$2,071
-99.9%
8,566
+9.2%
0.21%
+10.5%
Q3 2022$1,728,000
+2.0%
7,843
+7.0%
0.19%
-24.6%
Q2 2022$1,694,000
+1646.4%
7,331
+1809.1%
0.25%
+2190.9%
Q1 2022$97,000
-4.9%
3840.0%0.01%
-8.3%
Q4 2021$102,000
+37.8%
384
+28.0%
0.01%
+20.0%
Q3 2021$74,0000.0%3000.0%0.01%
-9.1%
Q2 2021$74,000
+516.7%
300
+383.9%
0.01%
+266.7%
Q2 2020$12,000
+20.0%
620.0%0.00%0.0%
Q1 2020$10,000
-16.7%
620.0%0.00%0.0%
Q4 2019$12,000
+20.0%
620.0%0.00%0.0%
Q3 2019$10,000
-9.1%
620.0%0.00%
-25.0%
Q2 2019$11,000
-99.6%
62
-99.6%
0.00%
-99.5%
Q1 2019$2,476,000
+7.4%
14,3550.0%0.86%
-8.9%
Q4 2018$2,305,000
-11.8%
14,355
-0.9%
0.95%
-3.7%
Q3 2018$2,613,000
+13.3%
14,4890.0%0.98%
+24.6%
Q2 2018$2,307,000
+22970.0%
14,489
+23269.4%
0.79%
+15660.0%
Q1 2018$10,0000.0%620.0%0.01%
+25.0%
Q4 2017$10,000
+11.1%
620.0%0.00%0.0%
Q3 2017$9,0000.0%620.0%0.00%
-20.0%
Q2 2017$9,0000.0%620.0%0.01%0.0%
Q1 2017$9,000
+12.5%
620.0%0.01%0.0%
Q4 2016$8,000
-99.6%
62
-99.6%
0.01%
-99.6%
Q3 2016$2,223,000
+6.2%
16,725
+4.3%
1.40%
-3.5%
Q2 2016$2,094,00016,0361.46%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2018
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%
EXECUTIVE WEALTH GROUP LLC 52,272$10,070,1058.06%
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%
View complete list of VANGUARD WORLD FDS shareholders