REGENTATLANTIC CAPITAL LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
REGENTATLANTIC CAPITAL LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$2,576,000
+536.0%
8,384
+576.1%
0.08%
+492.3%
Q2 2022$405,000
-29.4%
1,240
-10.1%
0.01%
-18.8%
Q1 2022$574,000
-35.1%
1,379
-28.5%
0.02%
-36.0%
Q4 2021$884,000
+65.5%
1,928
+45.0%
0.02%
+56.2%
Q3 2021$534,000
+14.8%
1,330
+14.0%
0.02%
+14.3%
Q2 2021$465,000
+11.0%
1,167
-0.2%
0.01%0.0%
Q1 2021$419,000
-4.1%
1,169
-5.3%
0.01%
-17.6%
Q4 2020$437,000
+18.4%
1,234
+4.3%
0.02%0.0%
Q3 2020$369,000
+11.8%
1,183
-0.2%
0.02%
-5.6%
Q2 2020$330,000
+48.0%
1,185
+12.4%
0.02%
+5.9%
Q1 2020$223,000
-24.4%
1,054
-12.5%
0.02%
-5.6%
Q4 2019$295,000
+23.9%
1,205
+2.6%
0.02%0.0%
Q3 2018$238,0001,1740.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders