FineMark National Bank & Trust - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.7%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$463,028
-10.5%
1,116
-4.6%
0.02%
-4.8%
Q2 2023$517,327
+26.0%
1,170
+9.9%
0.02%
+16.7%
Q1 2023$410,525
+20.7%
1,0650.0%0.02%
+20.0%
Q4 2022$340,171
+23.7%
1,065
+19.1%
0.02%
+15.4%
Q3 2022$275,000
-29.5%
894
-25.1%
0.01%
-23.5%
Q2 2022$390,000
-21.4%
1,194
+0.2%
0.02%
-15.0%
Q1 2022$496,000
-9.2%
1,1920.0%0.02%
-4.8%
Q4 2021$546,000
+14.2%
1,1920.0%0.02%
+5.0%
Q3 2021$478,000
-3.2%
1,192
-3.9%
0.02%0.0%
Q2 2021$494,000
-27.1%
1,240
-34.5%
0.02%
-31.0%
Q1 2021$678,000
+60.7%
1,892
+58.7%
0.03%
+52.6%
Q4 2020$422,000
+13.7%
1,1920.0%0.02%
+5.6%
Q3 2020$371,000
-2.1%
1,192
-12.4%
0.02%
-14.3%
Q2 2020$379,000
+21.9%
1,360
-7.5%
0.02%
+5.0%
Q1 2020$311,000
-14.3%
1,470
-0.8%
0.02%
+11.1%
Q4 2019$363,000
+69.6%
1,482
+49.2%
0.02%
+63.6%
Q3 2019$214,000
+2.4%
9930.0%0.01%
-8.3%
Q2 2019$209,000
-5.4%
993
-9.1%
0.01%
-7.7%
Q3 2018$221,000
+22000.0%
1,093
+21760.0%
0.01%
Q4 2016$1,0000.0%50.0%0.00%
Q3 2016$1,0000.0%50.0%0.00%
Q2 2016$1,000
-50.0%
5
-76.2%
0.00%
Q1 2016$2,0000.0%21
+31.2%
0.00%
Q4 2015$2,0000.0%160.0%0.00%
Q3 2015$2,000
-50.0%
16
-55.6%
0.00%
-100.0%
Q2 2015$4,000
+100.0%
36
+125.0%
0.00%
Q1 2015$2,000160.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
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