Winch Advisory Services, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,233 filers reported holding VANGUARD WORLD FDS in Q2 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$12
-7.7%
280.0%0.00%
-20.0%
Q2 2023$13
+18.2%
280.0%0.01%
+25.0%
Q1 2023$11
+22.2%
280.0%0.00%0.0%
Q4 2022$9
-99.9%
280.0%0.00%0.0%
Q3 2022$9,0000.0%280.0%0.00%0.0%
Q2 2022$9,0000.0%28
+27.3%
0.00%
+33.3%
Q1 2022$9,000
-50.0%
22
-45.0%
0.00%
-50.0%
Q4 2021$18,000
+157.1%
40
+122.2%
0.01%
+200.0%
Q3 2021$7,0000.0%180.0%0.00%
-33.3%
Q2 2021$7,000
+16.7%
180.0%0.00%
+50.0%
Q1 2021$6,000180.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2023
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