Avidian Wealth Solutions, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,259,644
-6.8%
5,446
-0.7%
0.16%0.0%
Q2 2023$2,424,490
+78.6%
5,483
+55.7%
0.16%
+114.9%
Q1 2023$1,357,736
+10.0%
3,522
-8.8%
0.07%
-7.5%
Q4 2022$1,233,848
+12.2%
3,863
+8.0%
0.08%
+1.3%
Q3 2022$1,100,000
-6.7%
3,578
-0.9%
0.08%
-4.8%
Q2 2022$1,179,000
-28.0%
3,611
-8.2%
0.08%
-17.0%
Q1 2022$1,638,000
-13.2%
3,933
-4.6%
0.10%
-15.3%
Q4 2021$1,888,000
+739.1%
4,122
+348.0%
0.12%
+268.8%
Q4 2019$225,0009200.03%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
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