Lee Financial Co - 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
Lee Financial Co ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$23,235
+20.6%
56
+12.0%
0.00%
+33.3%
Q1 2023$19,274
+1106.9%
50
+900.0%
0.00%
Q4 2022$1,597
-20.2%
50.0%0.00%
Q3 2022$2,000
-33.3%
5
-50.0%
0.00%
-100.0%
Q2 2022$3,000
+50.0%
10
+100.0%
0.00%
Q1 2022$2,0000.0%50.0%0.00%
Q4 2021$2,000
-60.0%
5
-80.0%
0.00%
-100.0%
Q1 2020$5,000
-91.7%
25
-92.5%
0.00%
-85.7%
Q2 2018$60,000
+39.5%
332
+31.2%
0.01%
+27.3%
Q1 2018$43,0002530.01%
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