Edge Capital Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$600,000
-4.9%
2,6800.0%0.05%
-10.9%
Q2 2022$631,000
-7.5%
2,6800.0%0.06%
+17.0%
Q1 2022$682,000
-4.5%
2,6800.0%0.05%
-7.8%
Q4 2021$714,000
+7.9%
2,6800.0%0.05%
-3.8%
Q3 2021$662,0000.0%2,6800.0%0.05%0.0%
Q2 2021$662,000
+8.0%
2,6800.0%0.05%
+3.9%
Q1 2021$613,000
+2.2%
2,6800.0%0.05%0.0%
Q4 2020$600,000
+2.7%
2,680
-6.5%
0.05%
-12.1%
Q3 2020$584,000
+5.8%
2,865
+0.0%
0.06%0.0%
Q2 2020$552,000
+16.0%
2,864
+0.0%
0.06%
+1.8%
Q1 2020$476,000
-13.3%
2,8630.0%0.06%
+7.5%
Q4 2019$549,000
+14.4%
2,863
+0.0%
0.05%
+8.2%
Q3 2019$480,000
-23.0%
2,862
-20.1%
0.05%
-18.3%
Q2 2019$623,000
+0.8%
3,582
+0.1%
0.06%
-1.6%
Q1 2019$618,000
+7.5%
3,580
+0.0%
0.06%
-1.6%
Q4 2018$575,0003,5790.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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