BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 308 filers reported holding VANGUARD WORLD FDS in Q3 2016. The put-call ratio across all filers is 0.69 and the average weighting 0.6%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$5,809
-6.2%
140.0%0.00%0.0%
Q2 2023$6,190
+14.7%
140.0%0.00%0.0%
Q1 2023$5,397
+20.7%
140.0%0.00%
+100.0%
Q4 2022$4,472
+11.8%
140.0%0.00%0.0%
Q3 2022$4,000
-75.0%
14
-86.0%
0.00%
-85.7%
Q4 2017$16,000
+6.7%
1000.0%0.01%0.0%
Q3 2017$15,000
+7.1%
1000.0%0.01%0.0%
Q2 2017$14,0000.0%1000.0%0.01%
-12.5%
Q1 2017$14,000
+7.7%
1000.0%0.01%0.0%
Q4 2016$13,0000.0%1000.0%0.01%0.0%
Q3 2016$13,000
+18.2%
1000.0%0.01%
+14.3%
Q2 2016$11,0000.0%1000.0%0.01%0.0%
Q1 2016$11,0000.0%1000.0%0.01%0.0%
Q4 2015$11,000
+10.0%
1000.0%0.01%0.0%
Q3 2015$10,000
-9.1%
1000.0%0.01%0.0%
Q2 2015$11,000
-47.6%
100
-50.0%
0.01%
-46.2%
Q1 2015$21,000
+5.0%
2000.0%0.01%
+8.3%
Q4 2014$20,0000.0%2000.0%0.01%0.0%
Q3 2014$20,000
+5.3%
2000.0%0.01%
+9.1%
Q2 2014$19,000
+5.6%
2000.0%0.01%
-8.3%
Q1 2014$18,0000.0%2000.0%0.01%
-14.3%
Q4 2013$18,0002000.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2016
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 133,321$41,523,00018.90%
NORTHSTAR ASSET MANAGEMENT Co LLC 149,149$46,452,00014.83%
Curtis Advisory Group, LLC 69,130$21,531,00012.70%
Annex Advisory Services, LLC 312,610$97,362,00012.41%
MFA WEALTH ADVISORS, LLC 35,752$11,135,00011.83%
Elwood & Goetz Wealth Advisory Group, LLC 67,683$21,080,00011.36%
HORIZON FINANCIAL SERVICES, LLC 34,545$10,759,00010.45%
TRUST CO OF OKLAHOMA 79,004$24,605,796,00010.13%
Tatro Capital, LLC 27,217$8,477,0009.69%
Madden Advisory Services, Inc. 31,414$9,783,0009.32%
View complete list of VANGUARD WORLD FDS shareholders