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

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,165 filers reported holding VANGUARD WORLD FDS in Q1 2023. The put-call ratio across all filers is 0.48 and the average weighting 0.6%.

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 Q1 2023
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders