Rikoon Group, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 583 filers reported holding VANGUARD WORLD FDS in Q4 2018. The put-call ratio across all filers is 0.06 and the average weighting 0.5%.

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 Q4 2018
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