Jacobus Wealth Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Jacobus Wealth Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2017$4,437,000
+8.5%
29,195
+0.6%
1.16%
+5.3%
Q2 2017$4,089,000
+8.0%
29,030
+4.0%
1.10%
+4.0%
Q1 2017$3,785,000
+14.2%
27,905
+2.3%
1.06%
+9.5%
Q4 2016$3,314,000
-1.4%
27,275
-2.3%
0.97%
-1.0%
Q3 2016$3,360,000
+30.6%
27,910
+16.2%
0.98%
+24.7%
Q2 2016$2,573,000
-5.5%
24,025
-3.4%
0.78%
-1.4%
Q1 2016$2,723,000
+1.8%
24,860
+0.6%
0.80%
+3.8%
Q4 2015$2,676,000
+11.0%
24,710
+2.5%
0.77%
+9.1%
Q3 2015$2,410,000
-5.9%
24,1000.0%0.70%
+10.5%
Q2 2015$2,560,000
-2.1%
24,100
-1.8%
0.64%
-5.8%
Q1 2015$2,614,000
+8.9%
24,540
+6.8%
0.68%
+8.2%
Q4 2014$2,400,000
+4.4%
22,9750.0%0.62%
-1.6%
Q3 2014$2,299,000
+3.5%
22,975
+0.1%
0.63%
+11.6%
Q2 2014$2,221,000
-1.6%
22,945
-6.9%
0.57%
+3.5%
Q1 2014$2,256,000
+2.7%
24,650
+0.5%
0.55%
-13.8%
Q4 2013$2,197,000
+17.5%
24,535
+5.9%
0.64%
-2.5%
Q3 2013$1,870,000
+7.7%
23,175
-1.3%
0.65%
+2.8%
Q2 2013$1,736,00023,4700.64%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
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