BOSTON FAMILY OFFICE LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 395 filers reported holding VANGUARD WORLD FDS in Q2 2017. The put-call ratio across all filers is 0.27 and the average weighting 0.5%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2019$261,000
+13.5%
1,0680.0%0.02%
+4.2%
Q3 2019$230,000
-14.5%
1,068
-16.4%
0.02%
-14.3%
Q2 2019$269,000
-5.3%
1,277
-9.8%
0.03%
-9.7%
Q1 2019$284,000
+19.8%
1,416
-0.4%
0.03%
+6.9%
Q4 2018$237,000
-57.4%
1,421
-48.3%
0.03%
-50.8%
Q3 2018$556,000
+69.0%
2,746
+51.2%
0.06%
+59.5%
Q2 2018$329,000
-30.3%
1,816
-34.2%
0.04%
-31.5%
Q1 2018$472,000
-14.0%
2,760
-17.1%
0.05%
-10.0%
Q4 2017$549,000
+6.0%
3,330
-2.2%
0.06%
+1.7%
Q3 2017$518,000
+7.0%
3,405
-0.9%
0.06%
+3.5%
Q2 2017$484,000
+7.8%
3,436
+3.8%
0.06%
+3.6%
Q1 2017$449,000
+22.7%
3,310
+10.0%
0.06%
+14.6%
Q4 2016$366,000
+6.1%
3,010
+5.1%
0.05%
+6.7%
Q3 2016$345,000
+20.6%
2,865
+7.1%
0.04%
+21.6%
Q2 2016$286,0002,6750.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2017
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