HBK Sorce Advisory LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,045 filers reported holding VANGUARD WORLD FDS in Q3 2022. The put-call ratio across all filers is 0.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$750,969
-6.1%
1,810
+0.1%
0.03%
-2.9%
Q2 2023$799,868
+19.3%
1,809
+4.0%
0.03%
+13.3%
Q1 2023$670,333
+150875.9%
1,739
+25.1%
0.03%
+150.0%
Q4 2022$444
-99.9%
1,390
+4.4%
0.01%
-55.6%
Q3 2022$409,000
-19.2%
1,331
+9.5%
0.03%
-3.6%
Q1 2022$506,000
-28.8%
1,216
-21.6%
0.03%
-22.2%
Q4 2021$711,000
+252.0%
1,552
+207.9%
0.04%
+227.3%
Q3 2021$202,000
+0.5%
5040.0%0.01%0.0%
Q2 2021$201,000
-22.7%
504
-59.0%
0.01%
-56.0%
Q1 2020$260,0001,2290.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2022
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