WESCAP Management Group, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 722 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 0.62 and the average weighting 0.4%.

Quarter-by-quarter ownership
WESCAP Management Group, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$4,556,276
-4.9%
19,380
-1.0%
1.62%
-3.0%
Q2 2023$4,792,027
+5.7%
19,574
+2.9%
1.67%
+4.8%
Q1 2023$4,534,763
+3.4%
19,017
+7.5%
1.60%
+3.6%
Q4 2022$4,387,648
+15.3%
17,689
+4.0%
1.54%
+6.1%
Q3 2022$3,805,000
-3.4%
17,011
+1.7%
1.45%
+7.9%
Q2 2022$3,940,000
-6.1%
16,733
+1.4%
1.35%
+13.7%
Q1 2022$4,196,000
-5.4%
16,497
-0.9%
1.18%
-3.2%
Q4 2021$4,435,000
+6.3%
16,650
-1.3%
1.22%
+0.9%
Q3 2021$4,171,000
-2.4%
16,875
-2.4%
1.21%
-2.3%
Q2 2021$4,273,000
+1.5%
17,293
-6.0%
1.24%
+6.6%
Q1 2021$4,210,000
+0.5%
18,406
-1.8%
1.16%
-7.2%
Q4 2020$4,191,000
-2.4%
18,734
-11.0%
1.25%
-12.4%
Q3 2020$4,296,000
-1.0%
21,060
-6.5%
1.43%
-6.6%
Q2 2020$4,338,000
+12.2%
22,518
-3.3%
1.53%
-5.1%
Q1 2020$3,868,000
+19.2%
23,294
+37.7%
1.62%
+28.0%
Q4 2019$3,244,000
+12.2%
16,920
-1.8%
1.26%
+6.1%
Q3 2019$2,890,000
-13.0%
17,236
-9.7%
1.19%
-13.3%
Q2 2019$3,321,000
+0.5%
19,095
-0.3%
1.37%
-2.6%
Q1 2019$3,304,000
+6.7%
19,156
-0.7%
1.41%
-4.9%
Q4 2018$3,097,000
-17.5%
19,290
-7.3%
1.48%
-22.2%
Q3 2018$3,755,000
+2.2%
20,813
-9.9%
1.90%
+7.5%
Q2 2018$3,674,000
+3.6%
23,0920.0%1.77%
+24.8%
Q1 2018$3,545,000
-2.3%
23,092
-2.0%
1.42%
-0.8%
Q4 2017$3,630,000
-0.2%
23,552
-1.4%
1.43%
-12.5%
Q3 2017$3,637,000
+3.2%
23,881
-0.1%
1.64%
-1.6%
Q2 2017$3,523,000
+5.8%
23,907
-1.1%
1.66%
+2.3%
Q1 2017$3,331,000
+3.1%
24,170
-5.2%
1.62%
-1.7%
Q4 2016$3,232,000
-6.0%
25,497
-1.5%
1.65%
-8.0%
Q3 2016$3,440,000
+1.4%
25,887
-0.4%
1.80%
+7.3%
Q2 2016$3,392,000
+3.9%
25,994
-1.9%
1.67%
+1.8%
Q1 2016$3,266,00026,4891.64%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders