WCG Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$3,320
-98.4%
14,062
+1457.3%
0.24%
+800.0%
Q3 2022$202,0009030.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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