Fort Point Capital Partners LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,204 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.6%.

Quarter-by-quarter ownership
Fort Point Capital Partners LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$212,014
-40.8%
511
-36.9%
0.03%
-37.3%
Q2 2023$358,150
+14.7%
8100.0%0.05%
+8.5%
Q1 2023$312,231
-14.0%
810
-28.8%
0.05%
-17.5%
Q4 2022$363,218
+9.7%
1,137
+5.6%
0.06%
+3.6%
Q3 2022$331,000
+13.0%
1,077
+20.1%
0.06%
+14.6%
Q2 2022$293,000
-18.4%
897
+3.9%
0.05%
-4.0%
Q1 2022$359,000
-6.5%
863
+3.0%
0.05%
-3.8%
Q4 2021$384,000
+12.9%
838
-1.1%
0.05%
+2.0%
Q3 2021$340,000
+0.6%
8470.0%0.05%
-17.7%
Q2 2021$338,000
+12.7%
847
+1.2%
0.06%
-3.1%
Q1 2021$300,000
-63.9%
837
-64.4%
0.06%
-66.3%
Q4 2020$831,000
+11.8%
2,348
-1.6%
0.19%
+1.6%
Q3 2020$743,000
+39.1%
2,387
+24.6%
0.19%
+12.0%
Q2 2020$534,0001,9150.17%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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