Meristem Family Wealth, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 962 filers reported holding VANGUARD WORLD FDS in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
Meristem Family Wealth, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2022$1,367,000
-9.1%
3,2830.0%0.15%
+14.7%
Q4 2021$1,504,000
+14.0%
3,283
-0.2%
0.13%
+1.6%
Q3 2021$1,319,000
+0.8%
3,288
+0.2%
0.13%
-38.3%
Q2 2021$1,309,000
+11.2%
3,2830.0%0.21%
-13.1%
Q1 2021$1,177,000
+1.4%
3,2830.0%0.24%
-3.7%
Q4 2020$1,161,000
+13.6%
3,2830.0%0.25%
-6.1%
Q3 2020$1,022,000
+11.7%
3,2830.0%0.26%
+4.4%
Q2 2020$915,000
+31.5%
3,2830.0%0.25%
+17.3%
Q1 2020$696,000
-13.4%
3,2830.0%0.21%
+8.1%
Q4 2019$804,000
+13.6%
3,2830.0%0.20%
+3.7%
Q3 2019$708,000
+2.3%
3,2830.0%0.19%
-9.5%
Q2 2019$692,000
+5.0%
3,2830.0%0.21%
-5.4%
Q1 2019$659,000
+20.3%
3,2830.0%0.22%
+11.5%
Q4 2018$548,000
-17.6%
3,2830.0%0.20%
-12.3%
Q3 2018$665,000
+13.1%
3,283
+1.2%
0.23%
+10.1%
Q2 2018$588,000
+5.9%
3,2430.0%0.21%
+4.5%
Q1 2018$555,0003,2430.20%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2021
NameSharesValueWeighting ↓
CMC Financial Group 159,205$44,372,00033.00%
Stuart Chaussee & Associates, Inc. 129,401$36,065,00018.80%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,829$41,480,00014.87%
Curtis Advisory Group, LLC 69,130$19,267,00013.82%
Annex Advisory Services, LLC 310,669$86,587,00012.07%
Elwood & Goetz Wealth Advisory Group, LLC 67,005$18,675,00011.40%
Tatro Capital, LLC 26,415$7,362,00010.56%
CABANA LLC 394,461$109,940,00010.10%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 198,900$55,436,0009.01%
Madden Advisory Services, Inc. 31,125$8,674,0009.00%
View complete list of VANGUARD WORLD FDS shareholders