Wealth Quarterback 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
Wealth Quarterback LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2021$30,000
-9.1%
3,823
+2840.8%
0.02%0.0%
Q2 2021$33,000
-99.9%
130
-39.0%
0.02%
-37.5%
Q1 2020$35,354,000
+13.6%
213
+31.5%
0.03%
+18.5%
Q4 2019$31,121,0001620.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 280,664$69,369,00011.73%
Allied Investment Advisors, LLC 97,859$24,187,0009.15%
Beacon Capital Management, Inc. 791,178$195,548,0007.23%
Aprio Wealth Management, LLC 62,274$15,392,0007.01%
Capital Advantage, Inc. 104,317$25,783,0006.96%
Curran Financial Partners, LLC 50,412$12,430,0006.35%
ASSET PLANNING CORPORATION 26,978$6,668,0006.17%
Adaptive Financial Consulting, LLC 35,826$8,855,0005.46%
Essex Private Wealth Management, LLC 22,423$5,542,0005.03%
Kinloch Capital, LLC 27,476$6,791,0004.79%
View complete list of VANGUARD WORLD FDS shareholders