OneDigital Investment Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,905,060
-5.4%
12,357
-1.5%
0.06%
-7.4%
Q2 2023$3,069,676
+0.6%
12,539
-2.0%
0.07%
-5.6%
Q1 2023$3,049,880
-10.6%
12,790
-7.0%
0.07%
-27.3%
Q4 2022$3,411,327
+14.6%
13,753
+3.3%
0.10%
-10.0%
Q3 2022$2,978,000
-8.3%
13,313
-3.5%
0.11%
-21.4%
Q2 2022$3,249,000
-8.7%
13,795
-1.4%
0.14%
+4.5%
Q1 2022$3,559,000
-16.2%
13,989
-12.2%
0.13%
-10.7%
Q4 2021$4,246,000
+11.9%
15,939
+3.8%
0.15%0.0%
Q3 2021$3,796,000
+1.9%
15,359
+1.9%
0.15%
-2.0%
Q2 2021$3,726,000
+6.4%
15,076
-1.5%
0.15%
-6.7%
Q1 2021$3,501,000
+2.0%
15,305
-0.2%
0.16%
-8.4%
Q4 2020$3,431,000
+6.2%
15,334
-3.1%
0.18%
-19.7%
Q3 2020$3,230,000
-5.9%
15,831
-11.2%
0.22%
-9.7%
Q2 2020$3,434,000
+12.8%
17,825
-2.7%
0.25%
-8.5%
Q1 2020$3,044,000
-6.2%
18,328
+8.3%
0.27%
+5.5%
Q4 2019$3,246,000
+14.0%
16,930
-0.3%
0.26%
+0.4%
Q3 2019$2,848,000
+3.1%
16,985
+7.0%
0.26%
+19.2%
Q2 2019$2,762,000
+16.7%
15,880
+15.7%
0.21%
-38.2%
Q1 2019$2,367,000
+8353.6%
13,723
+7653.1%
0.35%
+6820.0%
Q4 2018$28,000
-26.3%
177
-25.6%
0.01%
-37.5%
Q2 2018$38,000
+5.6%
2380.0%0.01%0.0%
Q1 2018$36,000
-42.9%
238
-41.5%
0.01%
+14.3%
Q4 2017$63,000
+600.0%
407
+567.2%
0.01%
+133.3%
Q3 2017$9,000
-71.0%
61
-71.1%
0.00%
-66.7%
Q2 2017$31,0002110.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 106,792$24,429,00018.01%
Allied Investment Advisors, LLC 95,411$21,825,0009.35%
Beacon Capital Management, Inc. 742,169$169,771,0006.88%
Capital Advantage, Inc. 102,242$23,388,0006.37%
Morningstar Investment Management LLC 273,598$62,586,0006.28%
Essex Private Wealth Management, LLC 26,900$6,153,0005.87%
ASSET PLANNING CORPORATION 23,590$5,396,0005.61%
New England Investment & Retirement Group, Inc. 99,109$22,671,0005.48%
Adaptive Financial Consulting, LLC 34,485$7,889,0005.30%
Tatro Capital, LLC 28,902$6,611,0005.12%
View complete list of VANGUARD WORLD FDS shareholders