REILLY FINANCIAL ADVISORS, LLC - 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
REILLY FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2021$911,000
+15.3%
1,989
+1.0%
0.07%
+1.5%
Q3 2021$790,000
+0.6%
1,9690.0%0.07%
+6.3%
Q2 2021$785,000
+11.2%
1,9690.0%0.06%
+1.6%
Q1 2021$706,000
+1.3%
1,9690.0%0.06%
-4.6%
Q4 2020$697,000
+235.1%
1,969
+194.3%
0.06%
+195.5%
Q3 2020$208,000
+11.8%
6690.0%0.02%0.0%
Q2 2020$186,000
+15.5%
669
-11.9%
0.02%
-4.3%
Q1 2020$161,000
-13.4%
7590.0%0.02%
+9.5%
Q4 2019$186,000
+13.4%
7590.0%0.02%
+5.0%
Q3 2019$164,000
+16.3%
759
+13.5%
0.02%
+11.1%
Q2 2019$141,000
+5.2%
6690.0%0.02%
+5.9%
Q1 2019$134,000
+19.6%
6690.0%0.02%
+6.2%
Q4 2018$112,000
-28.2%
669
-13.0%
0.02%
-23.8%
Q3 2018$156,000
+28.9%
769
+14.9%
0.02%
+23.5%
Q2 2018$121,000
+0.8%
669
-5.0%
0.02%0.0%
Q1 2018$120,000
+3.4%
7040.0%0.02%
+6.2%
Q4 2017$116,000
+8.4%
7040.0%0.02%0.0%
Q3 2017$107,000
+8.1%
7040.0%0.02%
+6.7%
Q2 2017$99,000
+4.2%
7040.0%0.02%0.0%
Q1 2017$95,000
+28.4%
704
+15.6%
0.02%
+15.4%
Q4 2016$74,000
+1.4%
6090.0%0.01%0.0%
Q3 2016$73,000
-50.7%
609
-56.0%
0.01%
-51.9%
Q2 2016$148,000
+120.9%
1,384
+127.3%
0.03%
+145.5%
Q1 2016$67,000
+1.5%
6090.0%0.01%
-8.3%
Q4 2015$66,000
+8.2%
6090.0%0.01%
+9.1%
Q3 2015$61,000
-60.9%
609
-58.6%
0.01%
-59.3%
Q2 2015$156,0001,4700.03%
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