JFS WEALTH ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 444 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
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$151,640
-4.0%
6450.0%0.01%0.0%
Q2 2023$157,909
+11.9%
645
+9.0%
0.01%
+7.7%
Q1 2023$141,169
-3.9%
5920.0%0.01%
-7.1%
Q4 2022$146,846
-13.6%
592
-22.1%
0.01%
-26.3%
Q3 2022$170,000
-5.0%
7600.0%0.02%0.0%
Q2 2022$179,000
-7.3%
7600.0%0.02%
+5.6%
Q1 2022$193,000
+14.9%
760
+20.6%
0.02%
+12.5%
Q4 2021$168,000
+18.3%
630
+9.8%
0.02%
+6.7%
Q3 2021$142,000
+111.9%
574
+111.0%
0.02%
+50.0%
Q2 2021$67,000
+8.1%
2720.0%0.01%
-23.1%
Q1 2021$62,000
+1.6%
2720.0%0.01%0.0%
Q4 2020$61,000
+10.9%
2720.0%0.01%0.0%
Q3 2020$55,000
+5.8%
2720.0%0.01%0.0%
Q2 2020$52,000
+15.6%
2720.0%0.01%0.0%
Q1 2020$45,000
-13.5%
2720.0%0.01%0.0%
Q4 2019$52,000
+13.0%
2720.0%0.01%
+8.3%
Q3 2019$46,000
-2.1%
2720.0%0.01%0.0%
Q2 2019$47,0000.0%2720.0%0.01%0.0%
Q1 2019$47,000
+6.8%
2720.0%0.01%0.0%
Q4 2018$44,000
-26.7%
272
-18.1%
0.01%
-20.0%
Q3 2018$60,000
+13.2%
3320.0%0.02%
+7.1%
Q2 2018$53,000
+3.9%
3320.0%0.01%
+7.7%
Q1 2018$51,0000.0%3320.0%0.01%
+8.3%
Q4 2017$51,0000.0%3320.0%0.01%
-7.7%
Q3 2017$51,000
+4.1%
3320.0%0.01%0.0%
Q2 2017$49,000
+16.7%
3320.0%0.01%
+18.2%
Q1 2017$42,0000.0%3320.0%0.01%0.0%
Q4 2016$42,000
-4.5%
3320.0%0.01%
-15.4%
Q3 2016$44,000
+2.3%
3320.0%0.01%
+8.3%
Q2 2016$43,000
+4.9%
3320.0%0.01%0.0%
Q1 2016$41,000
-6.8%
3320.0%0.01%
-7.7%
Q4 2015$44,000
+7.3%
3320.0%0.01%
-27.8%
Q3 2015$41,000
-10.9%
3320.0%0.02%
-25.0%
Q2 2015$46,000
+2.2%
3320.0%0.02%
+14.3%
Q1 2015$45,000
+7.1%
3320.0%0.02%
+200.0%
Q4 2014$42,000
+7.7%
3320.0%0.01%0.0%
Q3 2014$39,000
+5.4%
3320.0%0.01%0.0%
Q2 2014$37,0003320.01%
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%
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