Rikoon Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 515 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.

Quarter-by-quarter ownership
Rikoon Group, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q1 2021$1,782,000
+4.5%
4,971
+3.1%
0.47%
-0.4%
Q4 2020$1,706,000
+10.6%
4,821
-2.7%
0.48%
-0.2%
Q3 2020$1,543,000
+11.1%
4,955
-0.6%
0.48%
+2.8%
Q2 2020$1,389,000
+17.2%
4,983
-10.9%
0.46%
-5.5%
Q1 2020$1,185,000
-13.4%
5,5920.0%0.49%
+4.2%
Q4 2019$1,369,000
+13.0%
5,592
-0.1%
0.47%
+4.9%
Q3 2019$1,212,000
+2.6%
5,6000.0%0.45%
+2.0%
Q2 2019$1,181,000
+4.9%
5,600
-0.2%
0.44%
+5.0%
Q1 2019$1,126,000
+20.2%
5,611
-0.1%
0.42%
+8.0%
Q4 2018$937,000
-19.7%
5,616
-2.6%
0.39%
-6.1%
Q3 2018$1,167,000
+14.1%
5,763
+2.5%
0.41%
+5.6%
Q2 2018$1,023,000
+9.5%
5,623
+0.4%
0.39%
+3.4%
Q1 2018$934,000
+12.3%
5,599
+10.8%
0.38%
+9.9%
Q4 2017$832,000
+3.0%
5,052
-4.7%
0.34%
-1.7%
Q3 2017$808,000
+2.8%
5,300
-4.8%
0.35%
+0.3%
Q2 2017$786,000
-0.4%
5,565
-2.1%
0.35%0.0%
Q1 2017$789,000
+6.5%
5,6820.0%0.35%
+7.1%
Q4 2016$741,000
+208.8%
5,682
+184.1%
0.33%
+71.6%
Q3 2016$240,0002,0000.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 155,455$28,200,00019.00%
NORTHSTAR ASSET MANAGEMENT Co LLC 193,762$35,149,00014.55%
Portfolio Strategies, Inc. 82,392$14,946,0009.93%
Beacon Capital Management, Inc. 1,194,885$216,752,0009.18%
WBH ADVISORY INC 178,049$32,298,0008.37%
Harel Insurance Investments & Financial Services Ltd. 842,528$153,137,0008.11%
Annex Advisory Services, LLC 258,961$46,976,0008.01%
TRUST CO OF OKLAHOMA 82,194$14,909,992,0007.40%
Richard Bernstein Advisors LLC 1,203,228$218,295,0007.00%
CHURCHILL MANAGEMENT Corp 1,441,457$261,480,0006.96%
View complete list of VANGUARD WORLD FDS shareholders