Aureus Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 860 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
Aureus Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2020$1,964,000
+13.6%
5,5500.0%0.16%
+0.6%
Q3 2020$1,729,000
+11.8%
5,5500.0%0.16%
-3.0%
Q2 2020$1,547,000
+31.5%
5,5500.0%0.17%
+3.7%
Q1 2020$1,176,000
-13.5%
5,5500.0%0.16%
+7.2%
Q4 2019$1,359,000
+13.6%
5,5500.0%0.15%
+2.0%
Q3 2019$1,196,000
+2.2%
5,5500.0%0.15%
+3.5%
Q2 2019$1,170,000
+5.1%
5,5500.0%0.14%
-2.0%
Q1 2019$1,113,000
+20.2%
5,5500.0%0.15%
+0.7%
Q4 2018$926,000
-17.6%
5,5500.0%0.15%
+2.1%
Q3 2018$1,124,000
+11.6%
5,5500.0%0.14%
+3.6%
Q2 2018$1,007,000
+6.1%
5,5500.0%0.14%
-3.5%
Q1 2018$949,0005,5500.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders