Kerntke Otto McGlone Wealth Management Group - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kerntke Otto McGlone Wealth Management Group ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2021$6,783,000
+25.0%
27,449
+15.7%
2.71%
-4.9%
Q1 2021$5,427,000
+38.0%
23,723
+35.0%
2.85%
+22.6%
Q4 2020$3,932,000
+131.8%
17,573
+111.4%
2.32%
+86.6%
Q3 2020$1,696,000
+586.6%
8,314
+549.5%
1.24%
+453.3%
Q2 2020$247,0001,2800.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
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