LPWM LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 856 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.75 and the average weighting 0.4%.

Quarter-by-quarter ownership
LPWM LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$864,025
-7.1%
3,688
-3.7%
0.39%
-5.1%
Q2 2023$929,936
-4.5%
3,828
-6.2%
0.41%
-12.4%
Q1 2023$973,394
+17.2%
4,082
+21.2%
0.47%
+4.7%
Q4 2022$830,459
+10.1%
3,3690.0%0.45%
-0.4%
Q3 2022$754,000
+9.9%
3,369
+18.8%
0.45%
+17.5%
Q2 2022$686,000
+0.3%
2,835
+9.2%
0.38%
+12.0%
Q1 2022$684,000
+3.2%
2,595
+4.3%
0.34%
-3.1%
Q4 2021$663,000
+13.5%
2,488
+5.5%
0.35%
+1.4%
Q3 2021$584,000
+4.7%
2,358
+6.1%
0.35%
+3.6%
Q2 2021$558,000
+9.8%
2,223
-0.0%
0.34%
-2.0%
Q1 2021$508,000
+5.0%
2,224
+2.8%
0.34%
-5.3%
Q4 2020$484,000
+17.5%
2,164
+6.9%
0.36%
+8.1%
Q3 2020$412,000
+36.0%
2,024
+28.6%
0.33%
+21.0%
Q2 2020$303,000
+13.5%
1,574
-2.1%
0.28%
-5.2%
Q1 2020$267,000
+11.2%
1,608
+28.3%
0.29%
+31.1%
Q4 2019$240,0001,2530.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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