GeoWealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2023$406
+2.8%
920
-10.2%
0.04%
-4.3%
Q1 2023$395
+29.9%
1,025
+7.7%
0.05%
+43.8%
Q4 2022$304
-99.9%
952
+1.2%
0.03%0.0%
Q3 2022$289,000
-6.2%
941
-0.2%
0.03%
-22.0%
Q2 2022$308,000
-48.1%
943
-34.0%
0.04%
-21.2%
Q1 2022$594,000
-7.8%
1,428
+1.8%
0.05%
-1.9%
Q4 2021$644,000
-20.4%
1,403
-30.5%
0.05%
-20.9%
Q3 2021$809,000
+94.0%
2,020
+93.1%
0.07%
+26.4%
Q2 2021$417,000
+14.6%
1,046
+3.1%
0.05%
-7.0%
Q1 2021$364,000
-63.0%
1,015
-63.7%
0.06%
-63.9%
Q4 2020$985,000
+181.4%
2,793
+148.5%
0.16%
+49.1%
Q3 2020$350,000
+0.3%
1,124
-10.3%
0.11%
-26.4%
Q2 2020$349,000
+32.7%
1,253
+1.1%
0.14%
-22.6%
Q1 2020$263,0001,2390.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 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