PRIO WEALTH LIMITED PARTNERSHIP - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 756 filers reported holding VANGUARD WORLD FDS in Q1 2020. The put-call ratio across all filers is 1.40 and the average weighting 0.7%.

Quarter-by-quarter ownership
PRIO WEALTH LIMITED PARTNERSHIP ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$872,120
-6.5%
2,102
-0.4%
0.03%
+3.0%
Q2 2023$932,958
+14.7%
2,1100.0%0.03%
+6.5%
Q1 2023$813,342
+20.7%
2,1100.0%0.03%
+14.8%
Q4 2022$673,955
+3.9%
2,1100.0%0.03%
-3.6%
Q3 2022$648,551
-5.5%
2,110
+0.4%
0.03%
+3.7%
Q2 2022$686,408
+78346.6%
2,1020.0%0.03%
-6.9%
Q1 2022$875
-99.9%
2,1020.0%0.03%
-3.3%
Q4 2021$963,000
+14.1%
2,1020.0%0.03%
+7.1%
Q3 2021$844,000
+0.7%
2,1020.0%0.03%0.0%
Q2 2021$838,000
+11.1%
2,1020.0%0.03%
+3.7%
Q1 2021$754,000
+1.3%
2,1020.0%0.03%
-3.6%
Q4 2020$744,000
+13.6%
2,1020.0%0.03%
+3.7%
Q3 2020$655,000
+11.8%
2,1020.0%0.03%0.0%
Q2 2020$586,000
+31.7%
2,1020.0%0.03%
+8.0%
Q1 2020$445,000
-13.6%
2,1020.0%0.02%
+13.6%
Q4 2019$515,000
+13.7%
2,1020.0%0.02%
+4.8%
Q3 2019$453,000
+2.3%
2,1020.0%0.02%
+5.0%
Q2 2019$443,000
+5.2%
2,1020.0%0.02%0.0%
Q1 2019$421,000
+22.4%
2,102
+1.9%
0.02%
+11.1%
Q4 2018$344,000
+8.9%
2,062
+32.0%
0.02%
+28.6%
Q3 2018$316,000
+11.7%
1,5620.0%0.01%0.0%
Q2 2018$283,000
+6.0%
1,5620.0%0.01%
+7.7%
Q1 2018$267,000
+3.9%
1,5620.0%0.01%
+8.3%
Q4 2017$257,000
-12.6%
1,562
-19.4%
0.01%
-14.3%
Q3 2017$294,000
+5.4%
1,937
-2.3%
0.01%0.0%
Q2 2017$279,000
+4.1%
1,9820.0%0.01%0.0%
Q1 2017$268,000
+30.7%
1,982
+5.6%
0.01%
+27.3%
Q1 2016$205,000
+1.0%
1,8770.0%0.01%0.0%
Q4 2015$203,0001,8770.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders