Safeguard Investment Advisory Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 956 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Safeguard Investment Advisory Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$6,550,421
+7.5%
24,592
+9.2%
2.04%
-1.6%
Q1 2024$6,093,227
+18.2%
22,524
+9.6%
2.07%
+6.5%
Q4 2023$5,155,682
+10.8%
20,546
+3.9%
1.94%
-4.1%
Q3 2023$4,651,555
-0.4%
19,766
+3.7%
2.02%
+1.8%
Q2 2023$4,670,717
+6.1%
19,060
+3.3%
1.99%
-6.0%
Q1 2023$4,400,138
-11.2%
18,452
-7.5%
2.12%
-30.7%
Q4 2022$4,952,806
+20.0%
19,947
+8.1%
3.05%
+8.0%
Q3 2022$4,126,000
+8.9%
18,444
+23.8%
2.83%
+21.2%
Q2 2022$3,790,0000.0%14,9020.0%2.33%
-9.8%
Q1 2022$3,790,000
+3.4%
14,902
+8.3%
2.59%
+21.0%
Q4 2021$3,665,000
+21.8%
13,758
+13.0%
2.14%
+9.8%
Q3 2021$3,009,000
+63.4%
12,176
+63.4%
1.95%
+48.5%
Q2 2021$1,841,000
+37.8%
7,452
+27.5%
1.31%
+9.9%
Q1 2021$1,336,000
+1.3%
5,844
-0.9%
1.19%
+2.1%
Q4 2020$1,319,0005,8961.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
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%
EXECUTIVE WEALTH GROUP LLC 52,272$10,070,1058.06%
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%
View complete list of VANGUARD WORLD FDS shareholders