TWIN FOCUS CAPITAL PARTNERS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,011 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
TWIN FOCUS CAPITAL PARTNERS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$370,972
-2.2%
839
-14.7%
0.08%0.0%
Q1 2023$379,302
+20.7%
9840.0%0.08%
+13.6%
Q4 2022$314,299
+20.4%
984
+15.8%
0.07%
+4.8%
Q3 2022$261,000
-6.1%
8500.0%0.06%
+1.6%
Q2 2022$278,000
-21.5%
8500.0%0.06%
-10.1%
Q1 2022$354,000
-9.0%
8500.0%0.07%
-11.5%
Q4 2021$389,000
+14.1%
8500.0%0.08%
-2.5%
Q3 2021$341,000
+0.6%
8500.0%0.08%
+2.6%
Q2 2021$339,0008500.08%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders