Cassaday & Co Wealth Management LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 876 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
Cassaday & Co Wealth Management LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,115,485
-4.8%
8,998
-0.8%
0.09%0.0%
Q2 2023$2,221,290
+3.5%
9,073
+0.8%
0.09%
-4.3%
Q1 2023$2,145,700
-1.5%
8,998
+2.5%
0.09%
-8.9%
Q4 2022$2,177,8998,7800.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2023
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