KINGS POINT CAPITAL MANAGEMENT - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 492 filers reported holding VANGUARD WORLD FDS in Q1 2018. The put-call ratio across all filers is 1.09 and the average weighting 0.5%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$301,000
-20.6%
723
-12.6%
0.03%
-16.1%
Q4 2021$379,000
+18.4%
827
+3.8%
0.03%
+10.7%
Q3 2021$320,000
+0.6%
7970.0%0.03%
-3.4%
Q2 2021$318,000
+5.0%
797
-5.8%
0.03%
-3.3%
Q1 2021$303,000
+61.2%
846
+59.3%
0.03%
+50.0%
Q4 2020$188,000
+13.9%
5310.0%0.02%
-4.8%
Q3 2020$165,000
+312.5%
531
+271.3%
0.02%
+250.0%
Q2 2020$40,000
+33.3%
1430.0%0.01%
+20.0%
Q1 2020$30,000
-9.1%
143
+5.1%
0.01%0.0%
Q4 2019$33,000
+13.8%
1360.0%0.01%0.0%
Q3 2019$29,000
-49.1%
136
-58.9%
0.01%
-58.3%
Q1 2018$57,0003310.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders