Wechter Feldman Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 291 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wechter Feldman Wealth Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$26,780,000
+9.6%
108,364
+1.5%
18.74%
+4.0%
Q1 2021$24,429,000
+4.4%
106,792
+2.2%
18.01%
+4.1%
Q4 2020$23,389,000
+8.5%
104,540
-1.0%
17.30%
+2.3%
Q3 2020$21,547,000
+7.3%
105,623
+1.3%
16.91%
-7.2%
Q2 2020$20,090,000
+478.6%
104,281
+398.9%
18.21%
+114.8%
Q1 2020$3,472,000
-19.7%
20,904
-7.3%
8.48%
+194.0%
Q4 2019$4,326,000
+13.7%
22,561
-0.6%
2.88%
+20.1%
Q3 2019$3,805,000
-3.8%
22,691
-0.3%
2.40%
-8.4%
Q2 2019$3,957,000
-1.1%
22,749
-1.9%
2.62%
+0.3%
Q1 2019$4,000,000
+7.4%
23,1890.0%2.61%
-27.1%
Q4 2018$3,724,000
-11.2%
23,189
-0.3%
3.58%
+39.8%
Q3 2018$4,194,000
+12.8%
23,248
-0.5%
2.56%
+0.2%
Q2 2018$3,719,000
-4.2%
23,369
-7.6%
2.56%
-6.7%
Q1 2018$3,881,000
-1.3%
25,279
-0.9%
2.74%
-0.3%
Q4 2017$3,933,000
-2.1%
25,517
-3.3%
2.75%
-10.7%
Q3 2017$4,018,000
+3.3%
26,3870.0%3.08%
-1.1%
Q2 2017$3,889,000
+6.9%
26,3870.0%3.12%
+24.8%
Q1 2017$3,637,000
-1.2%
26,387
-9.2%
2.50%
+3.6%
Q4 2016$3,682,00029,0452.41%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
EXECUTIVE WEALTH GROUP LLC 50,777$12,108,3128.57%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.06%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
View complete list of VANGUARD WORLD FDS shareholders