BRANDYWINE OAK PRIVATE WEALTH LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 479 filers reported holding VANGUARD WORLD FDS in Q1 2019. The put-call ratio across all filers is 0.72 and the average weighting 0.4%.

Quarter-by-quarter ownership
BRANDYWINE OAK PRIVATE WEALTH LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$802,891
-4.1%
3,415
-0.1%
0.09%0.0%
Q2 2023$837,063
-32.7%
3,419
-34.5%
0.09%
-35.2%
Q1 2023$1,244,482
-3.2%
5,219
+0.7%
0.14%
-9.4%
Q4 2022$1,285,639
-17.1%
5,183
-25.3%
0.16%
-24.2%
Q3 2022$1,551,000
-11.2%
6,934
-6.5%
0.21%
-5.8%
Q2 2022$1,747,000
-91.1%
7,419
-90.4%
0.22%
-90.0%
Q1 2022$19,665,000
-5.1%
77,314
-0.9%
2.25%
-0.6%
Q4 2021$20,722,000
+7.0%
77,989
-3.2%
2.26%
+0.6%
Q3 2021$19,362,000
-2.5%
80,600
+0.3%
2.25%
-3.0%
Q2 2021$19,868,000
+5.0%
80,398
-2.8%
2.32%
-16.8%
Q1 2021$18,918,000
-12.5%
82,705
-14.4%
2.79%
-15.4%
Q4 2020$21,611,000
+11.9%
96,596
+2.0%
3.30%
+2.0%
Q3 2020$19,316,000
-21.5%
94,690
-25.8%
3.23%
-26.1%
Q2 2020$24,594,000
+11.9%
127,638
-3.4%
4.37%
-3.7%
Q1 2020$21,974,000
+3586.9%
132,136
+4147.4%
4.54%
+4100.9%
Q4 2019$596,000
+70.8%
3,111
+49.4%
0.11%
+63.6%
Q3 2019$349,000
+3.6%
2,083
+7.4%
0.07%
-1.5%
Q2 2019$337,000
+0.9%
1,9400.0%0.07%
-4.3%
Q1 2019$334,000
+406.1%
1,940
+372.0%
0.07%
+366.7%
Q4 2018$66,0004110.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2019
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