Ramsay, Stattman, Vela & Price, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,161 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Ramsay, Stattman, Vela & Price, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,140,975
-6.2%
2,7500.0%0.25%
-0.4%
Q2 2023$1,215,940
-12.4%
2,750
-23.6%
0.25%
-17.3%
Q1 2023$1,387,692
+20.7%
3,6000.0%0.30%
+15.8%
Q4 2022$1,149,876
+3.9%
3,6000.0%0.26%
-5.8%
Q3 2022$1,107,000
-10.8%
3,600
-5.3%
0.28%
-1.1%
Q2 2022$1,241,000
-21.6%
3,8000.0%0.28%
-10.0%
Q1 2022$1,583,000
-13.6%
3,800
-5.0%
0.31%
-25.7%
Q4 2021$1,833,000
+14.2%
4,0000.0%0.42%
+4.0%
Q3 2021$1,605,000
+0.6%
4,0000.0%0.40%
+1.5%
Q2 2021$1,595,000
-2.7%
4,000
-12.6%
0.39%
-9.4%
Q1 2021$1,640,000
+1.3%
4,5750.0%0.44%
-4.4%
Q4 2020$1,619,000
+4.0%
4,575
-8.5%
0.46%
-5.8%
Q3 2020$1,557,000
+11.7%
5,0000.0%0.48%
+0.4%
Q2 2020$1,394,000
+31.5%
5,0000.0%0.48%
+15.1%
Q1 2020$1,060,000
-13.4%
5,0000.0%0.42%
+6.6%
Q4 2019$1,224,000
-5.3%
5,000
-16.7%
0.39%
-12.5%
Q3 2019$1,293,000
+2.2%
6,0000.0%0.45%
-0.7%
Q2 2019$1,265,000
+5.1%
6,0000.0%0.45%
+2.7%
Q1 2019$1,204,000
+20.3%
6,0000.0%0.44%
+5.3%
Q4 2018$1,001,000
-17.6%
6,0000.0%0.42%
-5.9%
Q3 2018$1,215,000
+11.7%
6,0000.0%0.44%
+2.8%
Q2 2018$1,088,000
+6.0%
6,0000.0%0.43%
+3.9%
Q1 2018$1,026,000
-4.2%
6,000
-7.7%
0.42%
-2.1%
Q4 2017$1,071,000
+8.4%
6,5000.0%0.42%
+1.9%
Q3 2017$988,000
+8.0%
6,5000.0%0.42%
+4.5%
Q2 2017$915,000
+3.7%
6,5000.0%0.40%
-1.0%
Q1 2017$882,000
+11.6%
6,5000.0%0.40%
+7.8%
Q4 2016$790,000
+1.0%
6,5000.0%0.37%
-0.3%
Q3 2016$782,000
+12.4%
6,5000.0%0.37%
+8.7%
Q2 2016$696,000
-2.2%
6,5000.0%0.34%
-6.0%
Q1 2016$712,000
+1.1%
6,5000.0%0.37%
+3.7%
Q4 2015$704,000
+8.3%
6,5000.0%0.35%
+5.1%
Q3 2015$650,000
-5.8%
6,5000.0%0.34%
-0.9%
Q2 2015$690,000
-0.3%
6,5000.0%0.34%
+1.2%
Q1 2015$692,000
+1.9%
6,5000.0%0.34%
+5.3%
Q4 2014$679,000
+4.3%
6,5000.0%0.32%
-6.7%
Q3 2014$651,000
+3.5%
6,5000.0%0.34%
+8.3%
Q2 2014$629,000
+5.7%
6,5000.0%0.32%
+1.6%
Q1 2014$595,000
+2.2%
6,5000.0%0.31%
+0.6%
Q4 2013$582,000
+10.9%
6,5000.0%0.31%
+1.7%
Q3 2013$525,000
+9.1%
6,5000.0%0.30%
+1.7%
Q2 2013$481,0006,5000.30%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders