Foundations Investment Advisors, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 591 filers reported holding VANGUARD WORLD FDS in Q2 2020. The put-call ratio across all filers is 0.82 and the average weighting 0.5%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,494,936
+29.0%
10,612
+34.4%
0.08%
+20.3%
Q2 2023$1,933,480
+27.1%
7,898
+23.8%
0.06%
+18.5%
Q1 2023$1,521,294
-67.7%
6,380
-65.1%
0.05%
-70.3%
Q1 2022$4,704,000
+124.6%
18,295
+123.5%
0.18%
+130.4%
Q4 2021$2,094,000
+36.6%
8,184
+30.8%
0.08%
+17.9%
Q3 2021$1,533,000
+104.9%
6,258
+68.8%
0.07%
-59.1%
Q3 2020$748,000
-99.1%
3,707
-99.2%
0.16%
-97.9%
Q2 2020$87,941,000449,4837.78%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2020
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