ASSET PLANNING CORPORATION - 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
ASSET PLANNING CORPORATION ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$7,756,695
-3.7%
29,161
-2.0%
5.80%
-1.3%
Q1 2024$8,053,551
-8.2%
29,771
-14.9%
5.88%
-13.2%
Q4 2023$8,772,125
+10.2%
34,991
+3.3%
6.78%
+10.6%
Q3 2023$7,963,414
-1.9%
33,870
+2.1%
6.13%
-0.8%
Q2 2023$8,121,233
+9.7%
33,170
+6.8%
6.17%
+3.8%
Q1 2023$7,403,150
-3.3%
31,046
+0.6%
5.95%
-6.7%
Q4 2022$7,654,765
+11.3%
30,860
+0.4%
6.37%
-1.0%
Q3 2022$6,877,000
-5.5%
30,743
-0.5%
6.44%
+1.8%
Q2 2022$7,275,000
-5.2%
30,891
+2.4%
6.32%
-5.7%
Q1 2022$7,675,000
+0.7%
30,173
+5.5%
6.70%
+2.8%
Q4 2021$7,620,000
+14.3%
28,601
+6.0%
6.52%
+5.6%
Q3 2021$6,668,000
+9.0%
26,978
+9.0%
6.17%
+3.6%
Q2 2021$6,118,000
+13.4%
24,758
+5.0%
5.96%
+6.1%
Q1 2021$5,396,00023,5905.61%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 166,108$25,295,0009.38%
Beacon Capital Management, Inc. 1,118,607$170,342,0007.97%
New England Investment & Retirement Group, Inc. 72,264$11,004,0006.11%
Richard C. Young & CO., LTD. 176,572$26,888,0005.09%
Strategic Point Investment Advisors, LLC 77,658$11,825,0004.40%
WBH ADVISORY INC 102,600$15,623,0004.36%
Pinnacle Advisory Group, Inc. 428,207$65,207,0004.02%
Madden Advisory Services, Inc. 39,863$6,070,0003.84%
Focused Wealth Management, Inc 68,490$10,430,0003.48%
Wechter Feldman Wealth Management, Inc. 26,387$4,018,0003.08%
View complete list of VANGUARD WORLD FDS shareholders