Ballentine Partners, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Ballentine Partners, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$758,437
-7.9%
1,828
-1.9%
0.02%
-5.3%
Q2 2023$823,744
+14.7%
1,8630.0%0.02%
+5.6%
Q1 2023$718,131
+20.7%
1,8630.0%0.02%0.0%
Q4 2022$595,061
+3.9%
1,8630.0%0.02%
-10.0%
Q3 2022$573,000
-5.8%
1,8630.0%0.02%
-4.8%
Q2 2022$608,000
-34.3%
1,863
-16.2%
0.02%
-27.6%
Q1 2022$926,000
-9.1%
2,2230.0%0.03%
-3.3%
Q4 2021$1,019,000
+14.2%
2,2230.0%0.03%0.0%
Q3 2021$892,000
+0.7%
2,2230.0%0.03%
-3.2%
Q2 2021$886,000
+11.2%
2,2230.0%0.03%
+3.3%
Q1 2021$797,000
+1.4%
2,2230.0%0.03%
-3.2%
Q4 2020$786,000
+13.6%
2,2230.0%0.03%0.0%
Q3 2020$692,000
+11.6%
2,2230.0%0.03%
+3.3%
Q2 2020$620,000
+31.6%
2,2230.0%0.03%
+11.1%
Q1 2020$471,000
-13.4%
2,2230.0%0.03%
+8.0%
Q4 2019$544,000
+74.9%
2,223
+54.3%
0.02%
+66.7%
Q3 2019$311,000
+7.2%
1,441
+5.0%
0.02%
+7.1%
Q2 2019$290,000
+9.8%
1,373
+4.3%
0.01%0.0%
Q1 2019$264,000
+19.5%
1,317
-0.8%
0.01%
+7.7%
Q4 2018$221,000
-17.8%
1,3270.0%0.01%
-7.1%
Q3 2018$269,000
+11.6%
1,3270.0%0.01%
+7.7%
Q2 2018$241,000
+55.5%
1,327
+30.5%
0.01%
+44.4%
Q3 2017$155,000
+2.6%
1,0170.0%0.01%
-18.2%
Q2 2017$151,000
+9.4%
1,0170.0%0.01%
+10.0%
Q1 2017$138,000
+2200.0%
1,017
+1818.9%
0.01%
+900.0%
Q2 2016$6,000530.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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