McKinley Carter Wealth Services, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,117 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$542,249
-6.1%
1,307
+0.1%
0.04%0.0%
Q2 2023$577,673
+14.7%
1,3060.0%0.04%
+10.3%
Q1 2023$503,609
+19.5%
1,306
-1.1%
0.04%
+8.3%
Q4 2022$421,573
-0.3%
1,320
-4.0%
0.04%
-7.7%
Q3 2022$423,000
+64.0%
1,375
+73.8%
0.04%
+69.6%
Q2 2022$258,000
-28.3%
791
-8.4%
0.02%
-17.9%
Q1 2022$360,000
-9.1%
8640.0%0.03%
-6.7%
Q4 2021$396,000
+45.1%
864
+26.9%
0.03%
+36.4%
Q3 2021$273,000
+30.0%
681
+29.5%
0.02%
+29.4%
Q2 2021$210,000
+1.0%
526
-9.2%
0.02%
-5.6%
Q1 2021$208,000
-35.2%
579
-36.0%
0.02%
-57.1%
Q4 2020$321,000
+1006.9%
905
+666.9%
0.04%
+500.0%
Q4 2019$29,000
-38.3%
118
-56.9%
0.01%
-53.3%
Q1 2018$47,0002740.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
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