First Personal Financial Services - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
First Personal Financial Services ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$66,500
-30.9%
250
-29.8%
0.02%
-31.8%
Q1 2024$96,306
+7.9%
3560.0%0.02%0.0%
Q4 2023$89,250
+6.6%
3560.0%0.02%0.0%
Q3 2023$83,696
-4.0%
3560.0%0.02%0.0%
Q2 2023$87,156
+2.7%
3560.0%0.02%0.0%
Q1 2023$84,892
-3.9%
3560.0%0.02%
-8.3%
Q4 2022$88,306
+10.4%
3560.0%0.02%
+4.3%
Q3 2022$80,000
-4.8%
3560.0%0.02%
-4.2%
Q2 2022$84,000
-7.7%
3560.0%0.02%
+14.3%
Q1 2022$91,000
-4.2%
3560.0%0.02%0.0%
Q4 2021$95,000
+8.0%
3560.0%0.02%
-4.5%
Q3 2021$88,0000.0%3560.0%0.02%0.0%
Q2 2021$88,0003560.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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