Crestwood Advisors Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$971,369
+2.0%
2,341
+8.7%
0.02%
-16.7%
Q2 2023$952,291
+4.6%
2,154
-8.8%
0.03%0.0%
Q1 2023$909,989
+27.6%
2,361
+5.8%
0.03%
+25.0%
Q4 2022$712,879
-2.1%
2,232
-5.7%
0.02%
-7.7%
Q3 2022$728,000
-5.8%
2,3670.0%0.03%0.0%
Q2 2022$773,000
-21.7%
2,367
-0.1%
0.03%
-7.1%
Q1 2022$987,000
-9.9%
2,369
-1.0%
0.03%0.0%
Q4 2021$1,096,000
+33.2%
2,392
+16.7%
0.03%
+21.7%
Q3 2021$823,000
+0.6%
2,0500.0%0.02%
-4.2%
Q2 2021$818,000
+11.3%
2,0500.0%0.02%
+4.3%
Q1 2021$735,000
+0.5%
2,050
-0.7%
0.02%
-4.2%
Q4 2020$731,000
+12.8%
2,065
-0.7%
0.02%0.0%
Q3 2020$648,000
+11.9%
2,0790.0%0.02%
+4.3%
Q2 2020$579,000
+52.4%
2,079
+16.0%
0.02%
+21.1%
Q1 2020$380,000
-29.2%
1,792
-18.2%
0.02%
-9.5%
Q4 2019$537,000
+12.3%
2,192
-1.2%
0.02%0.0%
Q3 2019$478,000
+2711.8%
2,219
+1733.9%
0.02%
+2000.0%
Q1 2017$17,0001210.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 75,583$30,331,00047.26%
Marks Wealth, LLC 141,818$56,910,00018.59%
NORTHSTAR ASSET MANAGEMENT Co LLC 116,116$46,597,00012.22%
Kinloch Capital, LLC 42,638$17,110,00012.08%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 36,534$14,661,00011.69%
TRUST CO OF OKLAHOMA 72,745$29,191,841,00010.44%
Curtis Advisory Group, LLC 69,280$27,801,00010.10%
CABANA LLC 6,319$2,744,0009.78%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 197,245$79,153,0009.52%
Annex Advisory Services, LLC 263,679$105,792,0008.65%
View complete list of VANGUARD WORLD FDS shareholders