Cypress Wealth Advisors LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 286 filers reported holding VANGUARD WORLD FDS in Q1 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cypress Wealth Advisors LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2019$2,977,000
+12.6%
14,836
-6.4%
3.41%
-6.2%
Q4 2018$2,644,000
-22.5%
15,846
-5.9%
3.63%
+1.3%
Q3 2018$3,411,000
+12.0%
16,837
+0.3%
3.59%
+8.7%
Q2 2018$3,046,000
+7.0%
16,790
+0.9%
3.30%
+6.9%
Q1 2018$2,846,000
-1.7%
16,643
-5.3%
3.08%
+11.1%
Q4 2017$2,895,000
-16.9%
17,575
-23.3%
2.78%
-50.7%
Q3 2017$3,482,000
-4.9%
22,911
-11.9%
5.63%
+31.6%
Q2 2017$3,663,000
-34.3%
26,011
-36.8%
4.28%
+68.0%
Q1 2017$5,579,000
+42.4%
41,134
+27.5%
2.55%
+42.3%
Q4 2016$3,919,000
+47.9%
32,257
+46.5%
1.79%
+49.8%
Q3 2016$2,649,000
+14.0%
22,011
+1.5%
1.19%
+4.0%
Q2 2016$2,323,000
-0.5%
21,694
+1.8%
1.15%
+7.4%
Q1 2016$2,335,000
+1.5%
21,320
+0.3%
1.07%
-8.3%
Q4 2015$2,301,000
+8.3%
21,2480.0%1.17%
+1.4%
Q3 2015$2,125,000
-52.9%
21,248
-50.0%
1.15%
-24.2%
Q2 2015$4,514,00042,4961.52%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2016
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