Personal Wealth Partners - 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
Personal Wealth Partners ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$908,000
-4.5%
3,5710.0%0.40%
+0.8%
Q4 2021$951,000
+0.7%
3,571
-6.5%
0.39%
-1.3%
Q3 2021$944,0000.0%3,8210.0%0.40%
+4.5%
Q2 2021$944,000
+8.0%
3,8210.0%0.38%
-3.3%
Q1 2021$874,000
+2.2%
3,8210.0%0.39%
-1.5%
Q4 2020$855,000
+9.8%
3,8210.0%0.40%
-2.0%
Q3 2020$779,000
-15.6%
3,821
-20.2%
0.41%
-19.4%
Q2 2020$923,000
+2.3%
4,791
-11.7%
0.51%
-6.6%
Q1 2020$902,000
-33.9%
5,428
-23.7%
0.54%
-7.8%
Q4 2019$1,364,000
-3.4%
7,112
-15.6%
0.59%
-9.8%
Q3 2019$1,412,000
-6.1%
8,423
-2.5%
0.65%
-9.2%
Q2 2019$1,503,000
+0.9%
8,6400.0%0.72%
-9.3%
Q1 2019$1,490,000
+7.3%
8,6400.0%0.79%
-9.0%
Q4 2018$1,388,0008,6400.87%
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