Western Wealth Management, LLC - VANGUARD WORLD FDS ownership

Back to all holdings Add to watchlist

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 553 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.

Links
Filings
External links
Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$488,063
-5.7%
2,076
-1.8%
0.04%
-6.8%
Q2 2023$517,550
-33.0%
2,114
-34.8%
0.04%
-38.9%
Q1 2023$772,812
+6.1%
3,241
+10.4%
0.07%
-2.7%
Q4 2022$728,457
-0.3%
2,936
-10.2%
0.07%
+76.2%
Q3 2022$731,000
+1.1%
3,269
+6.5%
0.04%0.0%
Q2 2022$723,000
-15.7%
3,069
-8.9%
0.04%0.0%
Q1 2022$858,000
+81.4%
3,370
+90.5%
0.04%
-10.6%
Q4 2021$473,000
+36.7%
1,769
+26.9%
0.05%
+30.6%
Q2 2021$346,000
+8.5%
1,394
-0.1%
0.04%
-16.3%
Q1 2021$319,000
+6.0%
1,395
+3.9%
0.04%
-2.3%
Q4 2020$301,000
+12.3%
1,343
+2.2%
0.04%0.0%
Q3 2020$268,000
+5.9%
1,314
-0.2%
0.04%
-4.3%
Q2 2020$253,000
+18.2%
1,316
+2.3%
0.05%
-6.1%
Q1 2020$214,000
+0.9%
1,287
+6.2%
0.05%
+75.0%
Q2 2019$212,000
-7.8%
1,212
-8.7%
0.03%
-45.1%
Q1 2019$230,000–1,328–0.05%–
 Download
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 108,364$26,780,00018.74%
Allied Investment Advisors, LLC 98,593$24,365,0009.18%
Morningstar Investment Management LLC 280,664$69,360,0007.86%
Capital Advantage, Inc. 103,430$25,561,0006.70%
Aprio Wealth Management, LLC 54,798$13,542,0006.40%
Curran Financial Partners, LLC 46,686$11,538,0006.34%
ASSET PLANNING CORPORATION 24,758$6,118,0005.96%
Adaptive Financial Consulting, LLC 35,501$8,773,0005.48%
Essex Private Wealth Management, LLC 22,255$5,500,0005.02%
Tatro Capital, LLC 28,055$6,933,0004.73%
View complete list of VANGUARD WORLD FDS shareholders