Wedmont Private Capital - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 22 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wedmont Private Capital ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$273,733
-14.3%
1,154
-11.9%
0.03%
-17.6%
Q2 2023$319,268
+25.0%
1,310
+25.6%
0.03%0.0%
Q1 2023$255,440
-5.4%
1,043
-4.2%
0.03%
-15.0%
Q4 2022$270,031
+34.3%
1,089
+21.3%
0.04%0.0%
Q3 2022$201,0008980.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
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